In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by Tom and Nathan Plumb to break down the new tax bill and what it means for individuals, business owners, and investors. They open with a snapshot of the current economic environment—including stronger-than-expected corporate earnings—before diving into the specific provisions that could have a real impact on financial planning and business investment.
The conversation covers everything from permanent tax bracket changes and expanded gift tax exemptions to one of the most significant opportunities for small businesses: 100% bonus depreciation on qualified capital and R&D investments. Tom and Nathan explain what these provisions mean in practical terms and why now is the time to be talking to your advisors.
Listeners will learn:
• Why corporate earnings are outpacing expectations—and what that signals for the economy
• How the permanent tax brackets from 2017 affect your long-term planning
• What the raised gift tax exemption means for estate and wealth transfer strategies
• How 100% bonus depreciation works and why it's a major opportunity for small businesses
• How the SECURE Act is incentivizing small businesses to launch retirement plans for employees
• Why coordinating your tax, legal, and financial advisors is critical when navigating these changes
Whether you're a business owner looking to invest, an employee planning for retirement, or simply trying to understand how the new tax law affects you, this episode offers a clear, practical breakdown of what's changed and how to make the most of it.
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Show Notes