The One Big Beautiful Bill: 5 Key Tax Changes To Leverage

Big changes are coming with the recently passed One Big Beautiful Bill—and they could have a major impact on your financial life.

In this video, Jeff Green and I break down five key updates, including bigger deductions for retirees, new savings opportunities for kids and grandkids, tax-free treatment of tips and overtime, a higher estate tax exemption, and more flexible charitable giving rules.

You’ll learn how these changes may affect your income, Medicare premiums, education funding strategies, and legacy planning. Whether you’re retired, supporting a growing family, or thinking ahead to the next generation, we share planning opportunities to help you put these new rules to work for you.

At Winstone Wealth Partners, our focus is helping families align smart financial decisions with their bigger life goals.

Watch now to see how the One Big Beautiful Bill could fit into your financial plan—and reach out if you’d like to explore personalized strategies tailored to your situation.

📄 Want a quick reference? Download our helpful one-pager on the One Big Beautiful Bill — because we know the details can get complicated.

👉 Want to talk it through? Book your Complimentary Financial Consultation with me: https://calendly.com/winstone-wealth-partners/financial-consultation-with-lauren-smith