Episode 253
Ep 250. Tax & Retirement Planning in the Wake of the "Big Beautiful Bill"
July 17, 202511m 28s
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Show Notes
David welcomes back Josh Cheatle, Director of Wealth Management, to discuss the impact of the newly passed “Big Beautiful Bill” on tax and retirement planning. They explore new provisions affecting seniors, Roth conversions, charitable giving strategies, and state and local tax deductions—plus what these changes mean for retirees and business owners alike. With real-world examples and upcoming educational events, this conversation emphasizes the value of proactive, flexible financial planning.