The One Big Beautiful Bill (OBBB) represents the most significant tax planning opportunity since 2017, and advisors who understand it will have a major advantage. Join host Kalem Mackey, CFP®, BPC, Executive Vice President and Partner at C2P and Dave Alison, President and founding partner at Prosperity Capital Advisors and creator of The Tax Management Journey®, as they break down the key provisions of this transformative legislation. Discover why you need to act now on permanent tax bracket extensions, estate planning exemptions up to $15 million per person, expanded business deductions, and new opportunities to grow your practice.
Resources:
- Training program referenced: The Tax Management Journey®
- Guide referenced: Dave Allison's comprehensive OBBB advisor guide - COMING SOON
- Videos referenced: C2P client communication videos on OBBB provisions
Statistics:
- US debt currently at $37 trillion
- Estate and gift tax exemption increased to $15 million per person ($30 million per couple)
- SALT deduction increased to $40,000 with income phase-outs starting at $500,000
- Qualified small business stock exclusion increased from $10 million to $15 million
- 100% bonus depreciation restored for business equipment purchases
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