Episode 82: Faith, Freedom & the Big Beautiful Bill
In this episode, Jay Peroni, CFP unpacks the newly passed Big Beautiful Bill Act, a sweeping tax and estate law signed on July 4, 2025. While complex, Jay explains that the law opens up new planning opportunities for Christian retirees, business owners, and families of wealth.
Highlights include:
- Estate planning: A $15M exemption ($30M for couples) creates a unique window for tax-free wealth transfer.
- Charitable giving: New limits in 2026 mean acting now can maximize deductions. Donor-advised funds can stretch generosity further.
- Business owners: Expanded small-business stock exclusions and permanent expensing provisions open doors for tax savings.
- Investors: Opportunity Zones and tax-efficient strategies can align portfolios with biblical stewardship.
In closing, Jay reminds listeners that “policy shifts create planning windows.” Now is the time to act—with wise counsel, biblical principles, and careful planning. He invites listeners to visit faithandretirement.com or call his office for a free portfolio review to ensure their wealth serves both family and Kingdom purposes.
