Ben Galloway, CFP®️ 🌈

Last week, Congress passed a $4.5 trillion tax bill that will change financial planning for millions From bonus depreciation to PTET to a much higher SALT cap... Here’s what’s inside the Big Beautiful Bill and how it could impact you:

The 3 Financial Statements, explained:

@LauraLaTourette HAPPY BIRTHDAY, LOVE!! 🥳❤️

You win gold in our all-around 🥇 Happy 36 amazing years together 🥰

I’m not sure it gets more clear than this. Great visuals, @maxpashman, as always

Bought the dip 📉📈

On Monday, the S&P 500 had its worst day since 2022. Today, the S&P had its best day since 2022. Keep investing please.

Any individual can contribute up to $18,000 (2024) per 529 beneficiary per year. MFJ can do $36,000. Contributions above that must be reported on a gift tax return and may affect your lifetime gift tax exemption. #lgbtqfinance #personalfinance #CFP

Not allowed: Not allowed: • Transportation and travel costs (including study abroad) • Application and testing fees • Sports expenses & health club dues • Extracurriculars and camps • Health insurance (unless it's charged as part of tuition)

Your 529s can cover much more than just undergrad tuition, room/board, & books now. Here's a breakdown of what's allowed & what's not:

Everyone pls chill 📈

Bye, July 🇺🇸

CPAs - what am I missing?? #PersonalFinance #LGBTQadvisor #CFP #CPA #tax #taxplanning #financialplanning #fiduciary

5.) Our job is to help make our client's life better. By asking and finding ways to make our CPAs' lives better, we're seeking to understand them, their business, and their clients. Add intentional value.

Treat your CPA like your best client. Why? Here are 5 specific reasons…