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The Big, Beautiful Bill: Tax Changes and Deadlines to Know

The Big, Beautiful Bill: Tax Changes and Deadlines to Know

Protect Your Assets · Protect Your Assets | Cumulus Media San Francisco

July 29, 202541m 10s

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Show Notes

The 2017 tax cuts are no longer temporary. The Big, Beautiful Bill has locked in some provisions while introducing new rules, revised deductions, and expiration dates that affect income, charitable giving, estate planning, and retirement strategies. 

In this episode of Protect Your Assets, David Hollander discusses: 

  • Changes to tax brackets, deductions, and exemptions beginning in 2025 and beyond 
  • How new rules may affect charitable contributions, gifting, and capital gain planning 
  • Key considerations for trusts, Roth conversions, and required minimum distributions 
  • Recent developments in stablecoins and crypto legislation 

This episode highlights timelines and considerations to discuss with your financial, legal, or tax professional as you review your own plan. 

You can send your questions to [email protected] for a chance to be answered on air.  

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