About this episode

Robert Curtiss and Nicole Green discuss recent tax law changes and their implications for individuals and business owners.

Tax laws change often, but knowing which updates actually affect your finances can be difficult. How do you know which deductions still apply, which strategies are worth considering, and when it’s time to have a planning conversation instead of simply filing a return? In this episode, Robert Curtiss welcomes Nicole Green, Tax Advisor at Robert Hall, to discuss several tax law changes that could affect individuals, retirees, and business owners. They explain how recent updates may influence deductions, charitable giving, required minimum distributions, bonus depreciation, and year-round tax planning. They also explore why proactive collaboration between financial advisors and tax professionals can help people make better decisions before the end of the year instead of reacting during tax season. Key takeaways: How recent SALT deduction changes may affect taxpayers in higher tax states and income brackets Ways bonus depreciation can fit into long-term planning instead of focusing on one tax year Why charitable giving strategies can reduce taxable income more efficiently than standard donations How tax planning conversations throughout the year may reduce unwanted surprises at…

People in this episode

Host: Robert Curtiss

Guest: Nicole Green

Topics covered

• tax law changes
• financial planning
• deductions
• charitable giving
• bonus depreciation
• collaboration between advisors

Keywords

• tax laws
• deductions
• financial advisors
• tax professionals
• charitable giving
• bonus depreciation
• year-round tax planning

Mentioned in this episode

Organizations: Robert Hall

More episodes of The Millionaire Next Door

• How AI Robotics Could Change Investing and Everyday Life with Brendan Ahern (Ep. 100) · July 21, 2026 · 40 min
• Market Momentum, AI Growth, and What’s Driving Markets Higher in 2026 (Ep. 98) · June 24, 2026 · 33 min

Explore listener stats, chart rankings, contacts and more on the The Millionaire Next Door podcast page.