Ep. 68 2025 in Review and What to Know Heading Into 2026
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Ep. 68 2025 in Review and What to Know Heading Into 2026
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As we head into 2026, what lessons can we take from a year of major change?
In this episode of Not Just Numbers, Mike and Madison break down the biggest developments of 2025 and what they mean for planning ahead. The discussion focuses on the One Big Beautiful Bill (OBBBA), including permanent tax law changes, higher standard deductions, new benefits for seniors, expanded SALT caps, and important incentives for business owners.
Mike also explains the major increase in federal estate and gift tax exemptions and why this may be a unique window for advanced estate planning. The episode wraps up with a look at market performance, economic trends, and key factors to watch in 2026—highlighting why proactive, coordinated planning is more important than ever.
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