The One Big Beautiful Bill (OBBB) represents the most significant tax planning opportunity since 2017, and advisors who understand it will have a major advantage. Join host Kalem Mackey, CFP®, BPC, Executive Vice President and Partner at C2P and Dave Alison, President and founding partner at Prosperity Capital Advisors and creator of The Tax Management Journey®, as they break down the key provisions of this transformative legislation. Discover why you need to act now on permanent tax bracket extensions, estate planning exemptions up to $15 million per person, expanded business deductions, and new opportunities to grow your practice. Resources:<ul><li>Training program referenced: <a href="https://c2penterprises.com/events/advisor-tax-management-training/">The Tax Management Journey®</a></li><li>Guide referenced: Dave Allison's comprehensive OBBB advisor guide - COMING SOON</li><li>Videos referenced: <a href="https://youtu.be/GQcnXh-2JO8?si=TVy-SVtMdpvs4uZf">C2P client communication videos on OBBB provisions</a></li></ul> Statistics:<ul><li><a href="https://fiscaldata.treasury.gov/americas-finance-guide/national-debt/">US debt currently at $37 trillion</a></li><li><a href="https://www.congress.gov/bill/119th-congress/house-bill/1/text">Estate and gift tax exemption increased to $15 million per person ($30 million per couple)</a></li><li><a href="https://taxfoundation.org/blog/salt-deduction-cap-increase-proposal-analysis/">SALT deduction increased to $40,000 with income phase-outs starting at $500,000</a></li><li><a href="https://www.jdsupra.com/legalnews/big-changes-for-qsbs-what-the-2025-2453441/#:~:text=Increased%20Gain%20Exclusion%20Cap%20The,for%20inflation%20starting%20in%202027">Qualified small business stock exclusion increased from $10 million to $15 million</a></li><li><a href="https://www.irs.gov/faqs/sale-or-trade-of-business-depreciation-rentals/depreciation-recapture/depreciation-recapture">100% bonus depreciation restored for business equipment purchases</a></li></ul>

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