Tag: Roth Conversions
From SALT Caps to Senior Deductions: Understanding the New Tax Bill with Rob Baner (Ep. 5)

From SALT Caps to Senior Deductions: Understanding the New Tax Bill with Rob Baner (Ep. 5)

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Taxes don’t usually make the highlight reel, but this year’s sweeping updates could impact families in ways that go far beyond April 15.

In this episode, Jude Boudreaux and Caleb Arringdale sit down with Rob Baner, partner and head of the tax group at The Planning Center, to unpack the new tax law and what it really means for everyday families. From the expanded SALT deduction to the brand-new senior deduction, Rob helps break down the fine print into plain language while sharing practical strategies you can actually use.

What to expect in this conversation:

  • The biggest 2025 tax law changes and who they may affect most
  • Why 2026 could bring new challenges and new planning opportunities
  • How charitable giving strategies like “lumping” and donor-advised funds fit into the picture
  • Practical tips for navigating deductions, phase-outs, and future uncertainty
  • And more!

Listen in and learn how small choices today can set you up for clarity tomorrow.

Connect with Jude Boudreaux CFP®: 

Connect with Caleb Arringdale:

Connect with Rob Baner:

About our Guest: 

As a CPA, Rob’s responsibilities focus primarily on taxes and tax matters. Rob joined The Planning Center in 2015, after working with a full-service Quad Cities CPA firm from 2010 to 2015. Though his duties vary based upon the needs of our clients, he works collaboratively with our financial planners to provide comprehensive tax preparation and tax planning services to our clients. It’s important to remember that tax planning is a year-round job and April 15th is simply the culmination of our work. Nothing gives Rob greater satisfaction than knowing that we have helped our clients navigate the maze that is our tax system.

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