Critical Element of the Week: Tax Planning
This Week’s Focus: Key Tax Impacts of the “One Big Beautiful Bill”
Elements in Focus – July 11th, 2025
Presented by: Aaron Rheaume, CKA® and Sam Neff, CFP®
Description:
In this special edition of Elements in Focus, Aaron Rheaume, CKA®, and Sam Neff, CFP®, break down the newly passed “One Big Beautiful Bill Act” (OBBBA)—a sweeping 900-page piece of legislation with significant implications for your tax future. This week's episode centers on five key takeaways every family needs to know when navigating tax planning and financial strategy under this new law.
From permanent changes to the Tax Cuts and Jobs Act to updates on SALT deductions, this episode simplifies what matters most. Aaron and Sam clarify the changes, what’s stayed the same, and how these updates may shape your financial decisions going forward. Whether you're a seasoned FEG family or new to tax strategy conversations, this discussion will help guide your next steps.
Tune in for actionable insights and a practical understanding of the bill's impact on your personal finances.
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