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The Wealth Planning Podcast - Season 2 Ep. 6 - Tax Planning (Part 3 of 3)

The Wealth Planning Podcast - Season 2 Ep. 6 - Tax Planning (Part 3 of 3)

October 07, 2025

Concluding our three-part series on tax planning, Jason and special guest, Stephen Updegraff, EA from UAI Accounting and Tax, discuss more provisions in the “One Big Beautiful Bill”, and the planning opportunities that are now available.

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Disclaimer 1: Guest commentary on this program is not intended as, nor representative of, legal, tax, or accounting advice.  Please consult a tax professional for assistance with your particular situation.