In this episode of EWA’s FIN-LYT Podcast, the team unpacks the newly passed tax bill, one of the most talked about pieces of legislation in recent months. With nearly 800 pages of changes, the advisors simplify it by focusing on the top 10 provisions that matter most for high income professionals, retirees, executives, and business owners.

From income tax brackets and estate planning exemptions to SALT deductions, charitable contributions, Section 179 expensing, and the corporate tax rate, the discussion highlights where clients will feel the biggest impact. You’ll also hear insights on new savings accounts for children, expanded qualified small business stock rules, and strategies for business owners weighing entity structure.While much of the bill extends existing provisions, there are important nuances that create real planning opportunities. Whether you are a physician navigating complex brackets, an executive planning for the future, or a business owner evaluating tax strategy, this episode gives you the clarity you need.

Stay tuned for more episodes on updates and topics designed to help you plan with clarity and confidence.

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