Tax season may feel far off, but with sweeping legislative changes just passed, proactive financial planning starts now. In this episode, we’re sharing our accessible, in-depth breakdown of the new Big Beautiful Bill, highlighting ten key tax provisions that every taxpayer should understand.

Outline of This Episode

• [00:00] Summarizing the latest major legislation in 10 key tax provisions.
• [04:59] Be mindful of income limits for a taxpayer deduction.
• [08:05] Consider collating deductions into a single year to maximize tax benefits due to the temporary higher SALT limit.
• [11:44] Starting in 2026, non-itemizers can claim a permanent below-the-line deduction for charitable donations.
• [14:24] Many individual clean energy credits are being repealed.
• [18:16] Certain income isn't subject to federal tax, but deductions vary by filing status.

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📰 See the full show notes here

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