Hosted by: Holland Henderson

Hosted by: Chris Hammond

As college football season approaches and the summer heat lingers, this timely episode dives into the “Big Beautiful Bill”—a sweeping piece of legislation that could have lasting impacts across the board. From how it affects seniors, individuals, and corporations, to what it could mean for your taxes, the conversation covers the fine print and the big-picture implications. Whether you’re planning for retirement, running a business, or just trying to make sense of what’s ahead, this episode breaks down what you need to know and what to watch for moving forward.

In this episode we cover:

• Individual Taxes (4:58)
• Taxes on overtime and tips and how this may affect other industries (7:18)
• Changes to Social Security taxes (11:06)
• Explanation of an Index Performing Fund (16:19)
• The 2017 tax bill doubled the charity deduction (18:41)
• When did bills start getting fancy names (21:33)
• The three big pieces of corporate tax legislation in this bill (23:07)
• Productive participation in the economy seems to be addressed in this bill (34:23)
• The tariffs topic enters the podcast conversation (37:14)
• What the hosts are learning about right now (39:34)

Links From the Show:

Allen & Company

Big Beautiful Bill

CDs

Connect with:

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

Chris Hammond – CFA®, Senior Vice President, Portfolio Manager at Allen & Company
Allen & Company – Chris Hammond
LinkedIn – Chris Hammond

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision.