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The Big Beautiful Bill: How a 4-Year Window Can Save You Thousands

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Manage episode 505696744 series 3576901
Content provided by Keith Goeringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Goeringer 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.

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]

  continue reading

22 episodes

Artwork
iconShare
 
Manage episode 505696744 series 3576901
Content provided by Keith Goeringer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Keith Goeringer 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.

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]

  continue reading

22 episodes

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