In this episode of the Smarter Planner podcast, host Belle Osvath speaks with David Peters, CFP®, CPA, founder of David Peters Financial Group and Peters Tax Preparation & Consulting, about the sweeping changes in the One Big Beautiful Bill Act and their impact on financial planners and clients. With four master’s degrees, a national teaching role, and a PhD in progress, David brings both technical expertise and a practical perspective on navigating new tax laws.
Website: petersprofessionaleducation.com/
LinkedIn linkedin.com/in/david-peters-financial/
The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals or services mentioned.
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