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Ep. 36: Taxes, Estate Planning, and the OBBBA: What You Need to Know
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In this episode, College Professor of Practice Steve Parrish joins fellow instructor Mark McLennon for a deep dive into the tax planning and estate planning implications of the One Big Beautiful Bill Act (OBBBA). They cover the see-sawing history of tax policy in legislation, what provisions are out and in this time around, and the at times profound financial planning impacts that this latest incarnation of tax policy can have on estate planning and other elements of planning impacted by tax laws.
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