DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
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DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
The One Big Beautiful Bill Act: Tax implications for individuals, businesses, and estates
Advisor Revelations
25 minutes
5 days ago
The One Big Beautiful Bill Act: Tax implications for individuals, businesses, and estates
This week, Amy Arnett, VP of Insurance Solutions at DPL, talks with Carma McCallie, Vice President of Advanced Sales at Crump Life Insurance. Carma is a seasoned tax and wealth planning professional with deep experience working with corporate leadership teams. She is known for making complex financial and legal concepts clear and actionable for diverse groups, including clients and fellow professionals in the tax and advisory fields.
Carma discusses the One Big Beautiful Bill Act (OBBBA) and its tax implications for individuals, businesses, and estates. She breaks down the key provisions, what has changed, what has stayed the same, and how to turn this new tax landscape into planning opportunities. From charitable deductions and estate exemptions to life insurance, Carma emphasizes the importance of a cohesive team of financial professionals to navigate the nuances of the law.
Advisor Revelations
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
