What the ‘One Big Beautiful Bill Act’ Means for Your Clients

Unfiltered and Unstoppable
30/07/2025
What the ‘One Big Beautiful Bill Act’ Means for Your Clients

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Episode Synopsis


In this episode, host Rob Romesburg is joined by David Johnson, Director of Case Central, to unpack the key changes in the bill and what they mean for financial planning. From tax bracket updates and Roth conversion strategies to charitable giving opportunities and estate planning shifts, David breaks it all down in plain English.

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