About this episode

Kevin Thompson discusses the implications of the recent O3B tax bill and the realities of tax refunds for taxpayers.

In this episode of the 9innings Podcast , Kevin Thompson, founder and CEO of 9i Capital Group , breaksdown the recent “O3B” tax bill and what it actually means for taxpayers. He explains that much of the legislation simply extends provisions from the 2017 tax cuts , rather than creating entirely new ones, meaning most Americans shouldn’t expect dramatic changes to their tax bill. Kevin also addresses the larger refunds some taxpayers are seeing , explaining that many of them are the result of over-withholding earlier in the year after the law was passed mid-2025 , not necessarily new tax savings. The episode highlights where the real benefits are concentrated—primarily among seniors, business owners, and higher-income households —and reinforces a key takeaway: real tax savings usually come from proper tax planning, not just changes in legislation. Introduction & Episode Overview (00:00:00) Are the Tax Cuts Actually Saving Money? (00:01:00) . Why Refunds Look Bigger (00:04:55) Who Actually Benefits from the Bill (00:07:17) Why Tax Planning Matters More Than the Law (00:11:24) NEWSLETTER (WHAT NOW)…

People in this episode

Host: Kevin Thompson

Topics covered

• tax legislation
• tax refunds
• tax planning
• financial education
• tax cuts

Keywords

• tax refund
• O3B tax bill
• tax cuts
• over-withholding
• tax planning

Mentioned in this episode

Organizations: 9i Capital Group, O3B

Books & works: MLB2CFP

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