Taxes may be inevitable, but how you approach them can make a meaningful difference in your long-term financial path.

In this episode, Peter Raskin unpacks the recently signed “One Big Beautiful Bill” and what it means for families and individuals. More importantly, he breaks down how to think about taxes not in isolation, but in the broader context of your goals, values, and peace of mind for your family’s future.

Key Points Covered:

  • The newly passed “One Big Beautiful Bill” and why tax rates staying the same may not be the full story
  • How deferring taxes isn’t always the wisest long-term move and may end up benefiting the IRS more than your family
  • Real client stories around estate taxes, complexity, and prioritizing simplicity over tax savings
  • Strategies like Roth conversions, asset sales, and rebalancing with a focus on goals and risk tolerance
  • How to evaluate whether complex tax-saving strategies like 1031 exchanges or charitable remainder trusts are worth the effort
  • And more!