In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa break down the key tax changes introduced under the One Big Beautiful Bill Act. With new deductions, expanded exclusions, and temporary adjustments set to impact millions of Americans, understanding how these updates affect your personal and business finances is essential.

Paul and Jordan explain how these provisions build upon existing tax law, what has been extended or made permanent, and where taxpayers should be especially mindful as they plan for 2025 and beyond. They also highlight planning strategies to navigate phase-outs, temporary provisions, and estate considerations in light of potential future policy changes.

In this episode:
 ● Overview of tax rate changes and continued benefits from the Tax Cuts and Jobs Act
 ● Expanded standard deduction and enhanced senior deductions for 2025
 ● Tip and overtime income exclusions for 2025–2028
 ● New automobile loan interest deduction limits and phase-outs
 ● SALT deduction cap increases through 2029
 ● Above-the-line charitable deduction opportunities
 ● Key updates to mortgage and business-related deductions
 ● Estate tax exemption changes and long-term planning considerations

If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970

Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: [email protected]
Call our office: 702-309-9970

 The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.

Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

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🌟Get in touch with us by clicking the links below!🌟

🌟Get in touch with us by clicking the links below!🌟

Go to Aristawealth.com for other tools, tips, and resources.

Website: https://www.aristawealth.com/

Facebook: https://www.facebook.com/AristaWealth/

LinkedIn: https://www.linkedin.com/company/arista-wealth-management/