Let me tell you a quick (true) story. A client of mine in Santa Barbara runs a family business that’s been around for decades. Her goal was simple: 👉 Pass it down to her kids—no drama, no debt, no IRS nightmares. But until last week, she thought her kids would have to sell it just […]
You might’ve heard: Congress just raised the SALT deduction cap from $10,000 to $40,000. Sounds like a massive win for business owners, right? ➡️ It is—but only if you fall into the right category. What Is the SALT Deduction Cap? The SALT deduction cap limits how much state and local taxes you can deduct on […]
Over 1,000 pages. Signed into law.And most business owners still don’t know what’s in it. The Big Beautiful Tax Bill just changed the rules again. Deductions. Credits. Timelines. Traps. If your strategy hasn’t been updated since Q1…you’re already behind. Why the Big Beautiful Tax Bill Matters for Business Owners This bill is more than headlines […]
If you take tax advice from a webinar this week, don’t call me crying in Q4.Everyone’s racing to explain the Big Beautiful Tax Bill. LinkedIn carousels. AI-generated summaries. Webinars that feel more rushed than researched. Here’s my take:✅ Yes, the bill is big.✅ Yes, it’s beautiful — if you understand it. But it’s only been […]