In this episode, Ed and Dan break down the new “Trump Accounts” created under the One Big Beautiful Bill Act of 2025 (OBBBA), expected to launch July 4, 2026. These accounts are structured as traditional IRAs for children under age ... Read More

In this episode, Dan and Ed break down how the OBBBA of 2025 reshapes charitable giving and tax deductions. They explain how the law builds on changes from the Tax Cuts and Jobs Act (TCJA), introduces new deductions for non-itemizers, ... Read More

Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduces sweeping changes to the federal tax code and financial landscape. This legislation includes tax cuts, benefit enhancements, and new savings opportunities-many of which will impact ... Read More