Navigate the 2025 tax season with confidence! This video breaks down the most impactful federal tax law changes for individuals and business owners under the new “One Big Beautiful Bill Act.” Discover how permanent lower tax brackets, a new senior deduction for Social Security, and a special deduction for tipped income could benefit you. Plus, business owners will learn about expanded QBI, boosted SALT deductions, and enhanced depreciation rules. Get practical tips to optimize your tax planning for 2025 and beyond!
What could a second term for Trump mean for the economy?
In Episode 15, Terry shared his insights on the potential implications of a Kamala Harris presidency. Now, let’s explore what a Trump win could bring.
Join Terry as he analyzes the impact of Trump’s policies on both Wall Street and Main Street, inflation trends, and the national deficit. This episode offers a thorough analysis and actionable advice to help you navigate the evolving economic landscape.
Episode discussions include:
Learn about the potential market impacts of Trump’s spending strategies
Understand how tariffs and regulations might affect inflation and business growth
Explore Trump’s stance on energy independence and foreign policy implications
Consider how potential immigration reforms could influence Main Street and Wall Street.
Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.
The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.
What The Economy Could Look Like With Kamala Harris As President (Ep.15)
When it comes to casting your ballot, it’s crucial to base your decision on facts, not emotions. Look for leaders who provide solid information and realistic solutions, not just empty promises.
In this episode, Terry Wheeler breaks down Kamala Harris’ proposed economic policies, covering everything from government spending to taxation, and what they could mean for the broader economy—and your portfolio. Explore the nuances of a Harris presidency and how it might compare to a potential Trump economy, providing insights to help you prepare for what’s ahead.
Key episode discussion points include:
The historical significance of Harris potentially being the first female president and what this means for American symbolism
Harris’ possible spending policies, inclinations toward maintaining social programs, and implications for stock markets and inflation
Proposals for corporate tax rates and potential policy impacts on wealth distribution
Her position on energy independence and the administration’s effectiveness in border security and immigration policies
Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.
The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.
