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Tax Changes in the One Big Beautiful Bill Act: What’s Known and What’s Not - David Peters [CFP & CPA]

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Manage episode 500064324 series 3584470
Content provided by Financial Planning Association National Capital Area Chapter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association National Capital Area Chapter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the Smarter Planner podcast, host Belle Osvath speaks with David Peters, CFP®, CPA, founder of David Peters Financial Group and Peters Tax Preparation & Consulting, about the sweeping changes in the One Big Beautiful Bill Act and their impact on financial planners and clients. With four master’s degrees, a national teaching role, and a PhD in progress, David brings both technical expertise and a practical perspective on navigating new tax laws.

Website: petersprofessionaleducation.com/

LinkedIn linkedin.com/in/david-peters-financial/

The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals or services mentioned.

  continue reading

62 episodes

Artwork
iconShare
 
Manage episode 500064324 series 3584470
Content provided by Financial Planning Association National Capital Area Chapter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association National Capital Area Chapter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the Smarter Planner podcast, host Belle Osvath speaks with David Peters, CFP®, CPA, founder of David Peters Financial Group and Peters Tax Preparation & Consulting, about the sweeping changes in the One Big Beautiful Bill Act and their impact on financial planners and clients. With four master’s degrees, a national teaching role, and a PhD in progress, David brings both technical expertise and a practical perspective on navigating new tax laws.

Website: petersprofessionaleducation.com/

LinkedIn linkedin.com/in/david-peters-financial/

The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals or services mentioned.

  continue reading

62 episodes

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