The One Big Beautiful Bill Breakdown

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A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). While most headlines are focused on the politics, we’re zeroing in on what it means if you’re retired, a business owner, have stock compensation, or are thinking about estate planning. The decisions you make in the next year or two could significantly affect how much of your wealth you keep and how much goes to Uncle Sam.

In this episode, Matt breaks down the four major areas of the bill and how they’re likely to impact the people he advises. From a major increase in the standard deduction for retirees to expanded benefits for qualified small business stock (QSBS), this legislation opens new planning opportunities, but with a limited window to act. Some provisions phase out by 2028 or 2029, and future changes in leadership could shift the rules again.

Key Topics We Discuss: 

📈 New tax relief and planning opportunities for retirees

💸 Big updates to Qualified Small Business Stock (QSBS) rules

🧾 AMT relief that makes stock option strategies more favorable

💼 Permanent changes for business owners, including the 20% QBI deduction

🏰 The major increase in estate tax exemptions

0:00 – Intro

0:41 – Boost in Standard Deduction

1:36 – Tax Bracket Certainty

2:05 –SALT Deduction Relief

3:05 – QSBS Expansion Revolution

4:10 – AMT Relief

5:00 – QBI Deduction Made Permanent

5:49 – Massive Exemption Increases

7:02 – Recap and Free Visual Breakdown

Resources for The One Big Beautiful Bill Breakdown

Mind Map Download

Additional Resources

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📚 Essential Financial Guides

📌5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6wealthadvisors.com/guide/

📌Stock Compensation Tax Form Checklist: https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/

📌ESPP: A Comprehensive Guide: https://perspective6wealthadvisors.com/espp-guide/

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About Matthew Nelson

Matt has over 20 years of experience in the financial services industry. He is passionate about helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. As the Founder, Managing Partner, and Senior Financial Advisor at Perspective 6 Group, he leads a team of dedicated professionals. The team provides comprehensive and personalized financial planning and investment management services to our clients.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) Matt specializes in helping our clients navigate the complex and evolving landscape of equity compensation, financial independence, portfolio management, and income tax minimization. Further, he leverages his experience as a private equity investor at Focus Financial Network, Inc., to offer strategic insights and guidance on business succession, valuation, and exit planning. Matt’s mission is to empower our clients to achieve their financial and personal goals with confidence and clarity.