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This week, Amy Arnett, VP of Insurance Solutions at DPL, talks with Carma McCallie, VP of Advanced Sales at Crump Life Insurance, about the One Big Beautiful Bill Act (OBBBA) and its tax implications for individuals, businesses, and estates. Carma breaks down the key provisions, what has changed, what has stayed the same, and how to turn this new tax landscape into planning opportunities. From charitable deductions and estate exemptions to life insurance, Carma emphasizes the importance of a cohesive team of financial professionals to navigate the nuances of the law. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
By DPL Financial Partners5
1515 ratings
This week, Amy Arnett, VP of Insurance Solutions at DPL, talks with Carma McCallie, VP of Advanced Sales at Crump Life Insurance, about the One Big Beautiful Bill Act (OBBBA) and its tax implications for individuals, businesses, and estates. Carma breaks down the key provisions, what has changed, what has stayed the same, and how to turn this new tax landscape into planning opportunities. From charitable deductions and estate exemptions to life insurance, Carma emphasizes the importance of a cohesive team of financial professionals to navigate the nuances of the law. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

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