The Super Bowl is over, which means it’s officially tax season on the Capital Stewards Podcast. In this annual tax guide episode, we move beyond the "annual hunt for deductions" to discuss how you can create significant tax reduction over the long term. With the passage of the OBBBA last summer, the tax landscape has changed for 2025 filings and 2026 planning. Whether you are a business owner, a high-earner, or planning for retirement, this episode covers the strategic moves that actually "move the needle".

🕒 Key Chapters in This Episode:

0:00 – Unofficial Super Bowl Ad "O-Meter" (Anthropic, Budweiser, & more)

3:15 – The "Deduction Hunt" is Dead: The Power of Long-Term Planning

5:30 – New 2025 Standard Deductions & the Enhanced Senior Deduction

8:45 – The OBBBA "Big Three": No Tax on Tips, Overtime, and Car Loan Interest

12:10 – SALT Cap Changes & HSA "Trifecta" Benefits

15:40 – Retirement Account Strategies: ROTH vs. Traditional

18:20 – Trump Accounts for Children: What You Need to Know

21:05 – Local Tax Updates: Alabama, Georgia, and Tennessee

💡 What You’ll Learn:

The "Big Three" OBBBA Deductions: How to qualify for tax-free tips and overtime pay, and how to write off interest on U.S.-assembled vehicles.

Enhanced Senior Benefits: How to unlock up to $12,000 in extra deductions if you are over 65.

Strategic HSAs: Why 2026 is the year to start using your HSA for concierge or subscription-based primary care.

Real Estate & Business: Utilizing 100% bonus depreciation and the permanent QBI deduction to lower your effective rate.

Taxes are a long-term game. Don’t just file your return—structure your life and business for maximum efficiency.

Connect with Capital Stewards: If you have questions about integrating your tax planning with your investment portfolio, reach out to us today:

https://www.thecapitalstewards.com/startconversation

#TaxPlanning #OBBBA #2026Taxes #FinancialPlanning #CapitalStewards #RetirementPlanning #taxdeductions

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