In the midst of ongoing geopolitical uncertainty, we take a moment to turn our minds to a topic that affects us all and waits for nobody: taxes. To prepare you for 2026 and beyond, Devin Ekberg joins Greg Hall to discuss tax changes from the One Big Beautiful Bill Act and potential pitfalls to avoid. Between deep dives on SALT deduction phaseouts and the potential stackable tax benefits of muni and real estate investments, Devin finds a way to compare tax planning to Van Halen and Brown M&Ms.

Show notes:

(4:43) Tax changes from theOne Big Beautiful Bill Act

(7:19) What mistakes to avoid from the new tax rules

(15:22) Basics of the new Trump Accounts

(19:51) Tax planning and the active vs passive debate

(29:04) How advisors are using munis in portfolios

(34:36) Where does real estate fit in tax planning

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