Nabity on Business

16. The Big Beautiful Bill: What Business Owners Need to Know with Doug Morris

• David Nabity

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0:00 | 40:24

Doug Morris is a CPA who lives in the weeds so you don’t have to, and he joins Dave to talk through the “One Big Beautiful Bill” in plain English, with the kind of examples business owners actually care about. They get into what stayed in place from the Tax Cuts and Jobs Act, why the estate tax exemption jumping to $15M per spouse changes planning conversations, and how quickly things can get expensive when a business makes up most of the estate.

Key takeaways:

  • Estate tax exemption changes and planning implications
  • What business owners should know about the One Big Beautiful Bill
  • Bonus depreciation and how it affects cash flow decisions
  • Selling a business: stock deals vs asset deals
  • Capital gains considerations at the federal and state level
  • Where tax strategy quietly breaks down in succession planning


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At Nabity Business Advisors, we help business owners handle the “big picture” issues so they can stay focused on building for the future. Learn more at Nabity.com.