Ever wondered how the latest One Big Beautiful Bill Act (OBBBA) tax law changes could impact your finances?
In this newest episode of our OBBBA coverage, we break down the most important updates that affect homeowners, parents, business owners, and anyone with student loans. We keep it clear, concise, and easy to understand, without the tax jargon!
Here’s what you’ll learn:
🏡 Mortgage Interest Rules: What’s now permanently deductible and what isn’t
🎓 Student Loan Updates: Permanent tax-free employer payments and student loan forgiveness (cancellation of debt) exclusions
👶 New Trump Accounts: Tax-advantaged savings for kids under 8
📚 529 Plan Expansion: More eligible K-12 and credentialing expenses
❤️ Charitable Deduction Changes: New rules for itemizers and non-itemizers
💼 Small Business Perks: Permanent QBI deductions and higher stock exclusions
If you want to stay informed about tax law changes without getting lost in the details, this episode is for you.
Live richly!
✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!
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