S2-E6: Tax Planning with Jason Hallmark and special guest, Stephen Updegraff- Part 3 of 3

Concluding our three-part series on tax planning, Jason and special guest, Stephen Updegraff, EA from UAI Accounting and Tax, discuss more provisions in the “One Big Beautiful Bill”, and the planning opportunities that are now available.

Taxes can be complicated, and it's best to have a tax professional to help you understand the constantly changing tax codes.  Stephen Updegraff is the owner of UAI Accounting and Tax Services in Beavercreek, Ohio.  He has over 20 years of experience and shares his vast knowledge with Jason Hallmark.  

Disclaimer 1: Guest commentary on this program is not intended as, nor representative of, legal, tax, or accounting advice.  Please consult a tax professional for assistance with your particular situation.  

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Disclaimer 2:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.