How Will the “Big, Beautiful Bill” Benefit You & Your Clients?

🔓 Key Tax Planning Opportunities from
Trump’s Massive New Bill

What Advisors Need to Know Now
to Benefit Their Clients (and Themselves)

President Trump has just signed into law the new “Big, Beautiful Bill”—a sweeping and comprehensive piece of legislation that spans over 1,000 pages (with more than 300 pages focused on tax law alone!).

If you’re an estate planning attorney, CPA, or financial advisor, there’s no way you have time to sift through this mountain of legalese. But hidden within this legislation are valuable tax planning strategies you need to know—especially to implement soon, before year-end.

That’s why we’ve teamed up with nationally renowned tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) to break it all down in an easy-to-follow, action-packed program: “How Will the ‘Big, Beautiful Bill’ Benefit You & Your Clients?”

In this 103-minute, expert-led presentation, you’ll discover:

✅ Estate, Income & Asset Protection Planning Opportunities

Thanks to the permanent estate tax exemption, continued step-up in basis, and extended low-income tax brackets, new doors have opened for advanced planning:

• Grantor vs. Non-Grantor Trusts – which structure offers the best advantages now?
• Leveraging Grantor Trusts as to the beneficiary
• Using a Formula GPA to achieve optimal basis step-up

✅ Maximize Bonus Depreciation & Section 179 Expensing

New rules create powerful write-off opportunities for both business owners and investors:

• How business owners can use these incentives to expand and grow
• Real estate and other investors: strategies to generate large, immediate deductions
• What qualifies as “Qualified Production Property”—and where the hidden opportunities lie

✅ Capitalize on the Extended 199A Business Deduction

The permanent extension of 199A opens doors, but smart planning is essential:

• Strategies for managing the phasedown of the deduction amount
• Using multiple entities to unlock full deduction potential
• How to stack QSBS shares to enhance tax efficiency

✅ Take Advantage of the Increased SALT Deduction

More room to deduct—but planning is key:

• Understanding how the AGI phaseout works
• Income-shifting strategies to avoid or reduce the phaseout impact

✅ Leverage the Tax Breaks on Tips & Overtime Pay

An often-overlooked benefit with immediate business applications:

• Which businesses and employees qualify for these tax breaks
• How to start implementing this now to reduce taxable income
• Understanding how this impacts required 401(k) or pension contributions for non-owners

✅ Make Smarter Car Purchase Decisions

New deductions and credits make now a strategic time to buy:

• How to use the “QPV” loan interest deduction
• Avoiding the AGI phaseout to maximize the benefit
• Can this apply to a parent purchasing a car for a child?
• Should you consider buying a used EV under the “CV” credit instead?

✅ Explore the New “TRUMP Account”

A potential game-changer in education and retirement savings:

• How multiple contributors can turbocharge the TRUMP Account
• Is a 529 plan better after expansion of tax-free distributions to cover K–12 and credentialing education?

✅ Unlock Massive Capital Gains Savings with the QSBS Exemption

Hidden within the bill is one of the most powerful tax planning tools for business owners and investors—the expanded Qualified Small Business Stock (“QSBS”) exclusion:

• How to structure new or existing businesses to qualify for up to 100% tax-free gain on sale
• Should you spin off parts of a business to a new entity to maximize QSBS eligibility?
• C Corp vs. S Corp vs. LLC: Which structure best leverages this opportunity under the new rules?
• Advanced stacking strategies: Multiply the exemption across family members, trusts, and mores?

✅ Is Now the Time to Install Residential Solar?

• Take advantage of existing credits before year-end?
• Understand the limitations, restrictions, and qualification rules

✅ And much, much more!

Get immediate access to the tax strategies you need to better serve your clients and stay ahead of the curve.  ORDER TODAY and turn complex legislation into powerful, real-world planning opportunities.

KEYWORDS: Make American Workers and Family Thrive Again, Big Beautiful Bill, Trump Tax Bill, Estate Tax Exemption, Step-Up in Basis, Income Tax, Estate Tax, Qualified Small Business Stock, QSBS, 199A Deduction, 199A, Income Tax Rates, SALT deduction, Opportunity Zones, C Corp, S Corp, Qualified Passenger Vehicle Loan Interest Deduction, TRUMP accounts, 529 account, 529, bonus depreciation, production property, residential solar credit, grantor trust, non-grantor trust, formula GPA, tips, overtime pay