In this short video, you’ll learn:
✅ What the Triple B tax bill includes
✅ Key provisions impacting estate tax, state and local tax (SALT) deductions, and qualified business income deduction (QBI)
✅ What’s not changing for life insurance and retirement planning
✅ Why planning opportunities will remain even if exemptions increase
✅ What to expect next from the Senate and the White House
Whether you’re preparing for potential tax law changes or simply want to stay ahead of the curve, this video delivers simple insights you can use today.
Have a question or comment for Bill? Drop him an email at: [email protected]
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This video series is intended for financial processionals to provide education. The material contained in this document is based on Penn Mutual’s understanding and interpretation of current law and laws may vary by state. Penn Mutual and its financial professionals and representatives may not give legal or tax advice. You should consult with and rely on your own independent legal and tax advisors regarding your particular set of facts and circumstances.
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By: Penn Mutual
Title: BBB Tax Update: Estate Planning Changes You Must Know for 2025
Sourced From: www.youtube.com/watch?v=HQ8zeASfl1M
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