The Tax Day Episode

Stressing about tax planning? Jerry, Kaylee, and Tiffany are breaking down the One Big Beautiful Bill tax updates and shaking up some standard taxpayer strategies. Watch it below!

Key Takeaways

  • The $40,000 SALT deduction and how you can use it to your clients' advantage
  • The new 0.5% AGI floor for charitable deductions
  • The critical importance of filing on time (and the 5% monthly failure-to-pay penalty that happens if you don't) 

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