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The Big Beautiful Bill: Signed, Sealed, Deducted
Tom Reyolds, CPA, EA, joins Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, to discuss the tax implications of the Big Beautiful Bill. The conversation explores how certain provisions may affect families and businesses, including deductions and credits introduced under the legislation.
Frank Fantozzi is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with a member of the team.
Important Information:
Investment advisory services are offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-registered investment adviser.
The views and opinions expressed in this podcast are for general informational and educational purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners should consult with a qualified professional before making any financial decisions.
Information is believed to be accurate as of the date of recording but may not reflect subsequent changes in law or regulation. The views expressed are those of the participants as of the date of recording and may change without notice. Discussions may include forward-looking statements based on current beliefs and assumptions, which are subject to risks and uncertainties.
Any forward-looking statements or references to potential outcomes are based on assumptions and estimates and are subject to change. Past performance is not indicative of future results. There is no guarantee that any investment strategy will achieve its objectives or avoid losses.
This podcast does not constitute an offer to buy or sell securities or financial instruments. Any mention of third-party organizations or individuals is for informational purposes only and does not imply endorsement, affiliation, or compensation.
For more information about our firm, services, and full disclosures, please refer to our Form ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.
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By Frank FantozziTom Reyolds, CPA, EA, joins Frank Fantozzi, CPA, MST, PFS, CDFA, AIF®, CEPA, to discuss the tax implications of the Big Beautiful Bill. The conversation explores how certain provisions may affect families and businesses, including deductions and credits introduced under the legislation.
Frank Fantozzi is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with a member of the team.
Important Information:
Investment advisory services are offered through Planned Financial Services, LLC, dba Return on Life Wealth Partners, an SEC-registered investment adviser.
The views and opinions expressed in this podcast are for general informational and educational purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners should consult with a qualified professional before making any financial decisions.
Information is believed to be accurate as of the date of recording but may not reflect subsequent changes in law or regulation. The views expressed are those of the participants as of the date of recording and may change without notice. Discussions may include forward-looking statements based on current beliefs and assumptions, which are subject to risks and uncertainties.
Any forward-looking statements or references to potential outcomes are based on assumptions and estimates and are subject to change. Past performance is not indicative of future results. There is no guarantee that any investment strategy will achieve its objectives or avoid losses.
This podcast does not constitute an offer to buy or sell securities or financial instruments. Any mention of third-party organizations or individuals is for informational purposes only and does not imply endorsement, affiliation, or compensation.
For more information about our firm, services, and full disclosures, please refer to our Form ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.