Ep. 28 | One Big Beautiful Bill Review
Topics discussed
Introduction and guest background
Practice philosophy and client relationships
2025 changes: Vehicle loan interest deduction
2025 changes: Overtime pay exclusion
2025 changes: Senior deduction and Social Security
2025 changes: Child tax credit and Trump accounts
Permanent changes: Standard deduction increase
Childcare credits and dependent care FSA
529 plan expansion for education costs
HSA benefits and high-deductible plans
Summary of permanent vs temporary provisions
SALT deduction cap and mortgage interest
Charitable contribution limits and floors
Miscellaneous and educator expense changes
Final thoughts on compliance and practice value
Closing remarks and resources
Listen ad-free on Castria