Susan Jones

In this insightful discussion, tax expert Susan Jones from Plancorp dives into year-end tax strategies shaped by the One Big Beautiful Bill Act (OBBBA). She demystifies shifts in charitable deductions and tax implications for high earners, including the new 2% AGI floor. Jones also emphasizes the importance of timing for pre-retirees and business owners in managing income spikes and leveraging benefits like the QBI and bonus depreciation. If you're navigating complex tax waters, her expert insights could be invaluable!