The Big Beautiful Bill: How a 4-Year Window Can Save You Thousands
Manage episode 505696744 series 3576901
Most people think the new Big Beautiful Bill is just politics. But for families and business owners, it’s a game-changer: four years of stable tax rules.
In this episode, Keith breaks down what the bill really means — and how clients are using it to protect wealth, save on taxes, and plan confidently. You’ll hear how:
- A family earning $180k is using stability to plan Roth conversions without fear
- A contractor wiped out $100k of taxable income using bonus depreciation
- A bakery owner saved thousands thanks to the QBI deduction
- A retiree turned $425k of savings into a tax-free future
- And why a “4% return” isn’t really 4% after taxes
This isn’t tax theory — it’s real strategies, made simple.
What You’ll Learn in This Episode:
- Why the Big Beautiful Bill’s “permanent” tax brackets give you a rare 4-year planning window
- How bonus depreciation lets business owners deduct big purchases all at once
- What the QBI deduction really means and who qualifies
- How Roth conversions work (with a client example you’ll actually understand)
- The difference between a return on paper and an after-tax reality — and how one family saved $800k by plugging the leak
Key Quotes:
- “Permanent doesn’t mean forever. In tax law, it means ‘until somebody changes it.’ But right now, we finally have clarity — and clarity is gold.”
- “It’s like paying all your tolls before a road trip. You deal with it now, and you never stop again.”
- “A 4% return isn’t really 4% if the IRS is taking a bite every single year.”
Schedule your free consultation- http://schedulewithkeithgo.com
Send me a message - [email protected]
22 episodes