In this video, Continuum Group’s CPA Sarah Dorsey breaks down the proposed One Big Beautiful Bill Act and how it could impact your tax strategy, retirement savings, and financial future.

📌 Key Topics Covered:
✅ Potential tax bracket changes – Will rates stay low or increase after 2025?
✅ Estate & gift tax exemptions – How the new bill could affect wealth transfer strategies.
✅ Child tax credit & standard deduction updates – What families need to know.
✅ Business tax implications – Pass-through entity changes and new deductions.
✅ Roth conversion opportunities – Why now may be the best time to act.

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Disclosure

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor.

Continuum Wealth Advisors, LLC (“Continuum”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Continuum and its representatives are properly licensed or exempt from licensure.