QOZs were originally signed into law in 2017 as a part of the Tax Cut & Jobs Act and the #onebigbeautifulbill made some changes that we're walking through with you today.

Feat Julie Chadwick & Kelsey Bankey

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We're updating you today on some of the changes that have been coming down the pipeline from the #onebigbeautifulbill including taxes, K-12 qualified education expenses and more!

Feat Jordan Ireland & Julie Chadwick

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As a part of our podcast series on the #onebigbeautifulbill, this episode focuses on the changes to Charitable Giving #obbba #charitablegiving #charity

Feat Julie Chadwick & Kelsey Bankey

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In this episode of our Big Beautiful Bill podcasts, we discuss how the new estate laws inside the #onebigbeautifulbill apply to our listeners.

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There are a lot of things that changed with the #onebigbeautifulbill act, and there's a lot of complexity to it. In this episode of #MoneyGuidewithMarySterk, we're going to bring some clarity to to it, take it piece by piece, and talk about the senior deduction.

Feat Kelsey Bankey & Jordan Ireland

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This Big Beautiful Bill is a big, big bill. In this episode (part 1 of 7), we talk about how some of the changes inside the #bigbeautifulbill specifically are going to impact business owners and farmers, and we give a few strategies that you can talk to your CPA or attorney about to see if they might be helpful for you.

Feat Mary Sterk & Julie Chadwick

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There have been a lot of tax changes as a result of the #bigbeautifulbill and things don't all take effect at the same time. In this episode, we break down some of the most basic and important things that will affect our clients on a day-to-day basis and we hope you come away with some very valuable knowledge!

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What is Lifestlye Financial Planning? In this episode, we share the meaning of this type of planning and how it can benefit you.

Feat Mary Sterk & Julie Chadwick

#moneyguidewithmarysterk #moneyguidewithmarysterk #forbes #financialplanner #wealthmanagement #sterkfinancialservices

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