Tag: Tax Planning
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)

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Turning Tax Challenges into Financial Opportunities With Caleb Arringdale (Ep. 2)

Turning Tax Challenges into Financial Opportunities With Caleb Arringdale (Ep. 2)

By |

What is tax planning really, and how can it make a difference in your financial life?

Join Jude Boudreaux, CFP®, as he sits down with his co-host, Caleb Arringdale, EA, a vital member of The Planning Center’s tax team, to uncover the world of proactive tax strategies. With a focus on turning potential tax obstacles into opportunities, this episode delves into optimizing your fiscal future, whether through tax loss harvesting, navigating electronic tax documents, or even exploring the power of donor-advised funds.

Key discussion points in this release include:

  • The importance of proactive communication with your tax advisor
  • Aligning financial goals with tax strategies for better outcomes 
  • Preparing for evolving tax laws while minimizing disruption 
  • Practical steps for a smoother tax season 
  • Utilizing tax loss harvesting and childcare credits to your advantage 

Connect with Jude Boudreaux CFP®: 

Connect with Caleb Arringdale:

About our Guest: 

Caleb Arringdale began his accounting career at a CPA firm in Bettendorf, IA, where he specialized in small business and not-for-profit accounting and taxation. After several years, he transitioned to the role of controller at Happy Joe’s Pizza and Ice Cream, also in Bettendorf. In that position, he oversaw the accounting department and collaborated closely with the CFO, gaining a deep understanding of the economics behind running a mid-size restaurant chain and working directly with store managers across the U.S. (And yes—he ate a lot of pizza.)

Later, Caleb and his wife relocated to Galesburg, IL, where he joined a small but community-focused accounting firm. There, he had the opportunity to work with many local leaders and businesses on a wide range of financial matters.

After several rewarding years, he made the move to The Planning Center, where he’s found his true passion: working closely with clients to help them plan effectively for their futures.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More