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138. Tax Bill Uncertainty- what you need to know right now

Season #2

Episode Overview 

The latest tax bill making its way through Congress is creating a lot of uncertainty for business owners, high-income professionals, and families trying to plan their financial future. 

In this episode of The Fit Financial Podcast, Amanda and Shawn break down what’s happening with the proposed tax legislation — including the One Big Beautiful Bill (OBBB) — and what you need to know to protect your wealth, reduce taxes, and avoid making reactive decisions. 

Here’s What You’ll Learn 

✔️ What the "One Big Beautiful Bill" means for business owners and taxpayers 

 ✔️ The biggest areas of uncertainty — including the SALT deduction cap and Qualified Business Income (QBI) changes 

 ✔️ How the House and Senate versions differ (and why it matters for your tax strategy) 

 ✔️ Key tax provisions like bonus depreciation, child tax credits, and pass-through business incentives 

 ✔️ Who benefits most from the proposed changes—and who could lose out 

 ✔️ Smart steps to take right now to stay prepared and protect your financial plan 

Why This Matters for You 

If you're a business owner, high-net-worth individual, or planning your long-term wealth strategy, the decisions made in Washington this summer could directly impact your taxes, investment strategy, and overall financial confidence. 

We cover real, actionable steps to help you stay ahead — even as the details remain in flux. 

Resources & References 

How to Work with Fit Wealth Advisors 

At Fit Wealth Advisors, we help business owners, professionals, and families turn income into lasting wealth — through tax-efficient financial planning, investment management, and personalized wealth strategies. 

Serving Nebraska and beyond — in person or virtually. 

➡️ Learn more at fitwealthadvisors.com 

➡️ Follow us on Instagram: @thefitfinancial_ | @fitwealthadvisors 

 

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 ✔️ Leave a review — it helps more high-achievers like you take control of their money story and wealth strategy 

Stay financially fit, and we’ll see you next time! 

 

The Fit Wealth Show is brought to you by Plan Group Financial, Inc. (PGF) d/b/a Fit Wealth Advisors. PGF d/b/a Fit Wealth Advisors is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Past performance is not indicative of future results