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

In this episode of the Smarter Planner Podcast, Belle Osvath interviews David Peters, CFP and CPA, about the tax changes in the "One Big Beautiful Bill Act." They discuss the increase in the SALT deduction, charitable giving changes including the half a percent AGI floor, and the extension of the pass-through income deduction. They also delve into the estate tax, Trump accounts, using 529 plans for CE credits, and the expansion of 529 plan usages. David emphasizes that the full implications of the bill are still unfolding and that financial planners should acknowledge the unknowns when advising clients.