In this episode, Ed Jastrem, Heritage Financial's Chief Planning Officer, joins Sammy Azzouz to break down the One Big Beautiful Bill Act (OBBBA) and what it means for your financial future. They discuss what’s changing, what’s staying the same, and how individuals and business owners can make the most of planning opportunities.
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Whether you're planning for retirement, running a business, or just want to avoid surprises at tax time, this episode is packed with insights.
