INSTANT DOWNLOAD: “The Big, Beautiful Trump Bill: 8 Tax & Estate Planning Strategies You Can’t Afford to Miss”

🔎 8 Powerful Tax & Estate Planning Strategies Buried in Trump’s “Big, Beautiful Bill”

 What Top Advisors Are Doing Right Now to Get Ahead

A brand-new law with over 300 pages of tax code changes. A lot to digest. But the headlines and summaries only scratch the surface.

As a savvy attorney, CPA, or financial advisor, you need to know where to find the planning opportunities — and the latest strategies to take advantage of them!

That’s why we’ve collaborated with nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), to create an exclusive new program: “The Big, Beautiful Trump Bill: 8 Tax & Estate Planning Strategies You Can’t Afford to Miss”.

In this fast-paced, insight-packed training, you’ll explore 8 strategic tax and estate planning techniques that are emerging from this historic legislation — opportunities that can significantly impact your clients and your practice.

Bob will cover how to:

✅ Take Advantage of 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?
• Leverage 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 

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

✅ Take Advantage of the Increased SALT Deduction 

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

✅ Leverage the Tax Breaks on Tips & Overtime Pay 

• Which businesses and employees qualify for these tax breaks.
• How to start implementing this now to reduce taxable income.
• Understand 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 the 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 more?

✅ 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! 

Whether you’re advising estate planning clients, managing trusts or investments, or creating tax strategies for individuals and business owners, this breakthrough 8-point framework will help you take action before others catch up!

Your purchase includes an instantly accessible MP4 video and audio recording, and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.

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, OBBBA