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Author: William Braddy III, CFP®

The 5 Most Important Tax Planning Changes from the Big Beautiful Bill

Understand the most important tax changes from the Big Beautiful Bill, including senior bonus deductions, SALT cap relief, and estate planning opportunities.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Levitate to provide information on a topic that may be of interest. Levitate is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.