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The Wealth Planning Podcast - Season 2 Ep. 5 - Tax Planning (Part 2 of 3)

The Wealth Planning Podcast - Season 2 Ep. 5 - Tax Planning (Part 2 of 3)

September 26, 2025

In part 2 of a 3 part series, we are continuing our discussion with Stephen Updegraff of UAI Accounting and Tax. In this episode, we explore some of the tax code changes and new opportunities in the recently passed “One Big Beautiful Bill”.

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