Tax law is changing again, and with it, the way advisors should guide their clients. The One Big Beautiful Bill Act (O-B-B-B-A) introduces provisions that impact everyday retirees, mass affluent professionals, and high-net-worth families alike. In this episode of The Breakthrough Advisor, host Randy Yost sits down with David Foster, JD, AEP, CLU®, ChFC®, CAP®, Director of Advanced Markets at Simplicity, to unpack the real implications of O-B-B-B-A and how advisors can turn complexity into opportunity. You’ll discover:

Why misinformation spreads so quickly with new tax laws and how advisors can set the record straight
Key provisions for retirees, from senior deductions to Social Security planning
What mass affluent “HENRY” clients need now: income tax strategies over estate tax talk
Opportunities for high-net-worth families in wealth transfer and creditor protection planning
How charitable giving incentives are shifting and what that means for nonprofits and donors
And more

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About our Guest:

David Foster is the Director of Advanced Markets at Simplicity with more than 30 years of experience in financial planning, tax law, and advisor support. Known for his ability to simplify complex legislation into actionable insights, he helps advisors across the country create better outcomes for their clients.

Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86)