OBBBA is not just a policy update – it’s a practical planning roadmap for individuals and families. In this conversation, we explore how the Act affects income taxes, credits, deductions, and long-term financial planning decisions.
From expanded deductions to reinstated incentives, the One Big Beautiful Bill Act reshapes the tax landscape for U.S. businesses. This episode breaks down the key provisions and highlights the planning opportunities and tradeoffs business owners and advisors should be considering now.
Renouncing U.S. citizenship or terminating a green card comes with significant tax consequences that extend well beyond paperwork. This episode breaks down expatriation, covered expatriate status, and the planning considerations that can help mitigate unexpected tax exposure.
