In this episode of Ask Avidian, hosts Jake Borbidge, Chief Investment Officer, and Robert Palmer, Director of Financial Planning, discuss using AI tools like Grok in the workplace. They also unpack the One Big Beautiful Bill Act (OBBBA), detailing its key provisions, including permanent standard deductions, new charitable contribution rules, increased estate tax exemptions, expanded SALT deductions, and small business tax incentives.
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
This information contained herein may be dated.
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