How to think about a Roth Conversion and other OBBBA tax law updates 2026
The OBBBA Tax Law of 2025 has introduced major changes for families, retirees, and business owners. In this video, Justin Macari, CPA, provides a comprehensive walkthrough of these updates and what they mean for your financial future. What’s Covered in This Video: • Individual Tax Updates: Learn about the permanent tax brackets, the increased standard deduction for 2026, and the significant rise in the SALT deduction cap to $40,000 for joint filers. • Family & Education Benefits: We dive into the expanded Child Tax Credit, the new "Trump Accounts" for generational savings, and permanent enhancements to 529 Education Plans. • Retirement & Medicare (IRMAA): Understand the "cliff effect" of IRMAA surcharges and proactive planning strategies—like Roth conversions and QCDs—to protect your retirement income. • Business Growth Incentives: A look at the restoration of 100% bonus depreciation, R&D expensing, and the permanency of the 20% Qualified Business Income (QBI) deduction. • Small Business Relief: Updates on the repealed $600 threshold for 1099-K reporting and new limits for 1099-NEC/MISC filings. About Justin Macari, CPA Justin is the founder of Mac Tax® (Macari CPA P.C.), specializing in smarter tax, business, and financial decisions for high-net-worth individuals, tech startups, and growing SMBs. Connect with Us: 🌐 Website: MacTaxCPA.com Tax Compliance | Tax Planning | Digital Assets | Fractional CFO Services https://docs.google.com/presentation/... Disclaimer: This video is for informational purposes only and does not constitute professional tax or financial advice. Please consult with a qualified professional regarding your specific situation.
Current Federal Tax Development - June 22, 2026
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