Course 7.2 · 60 minutes
The Big Deductions After the One Big Beautiful Bill: State Taxes, Charity, Mortgage, Medical, Tips, Overtime, and Seniors
Capture every deduction the new law gives you and plan around the caps, floors, and phase-outs that quietly take them back.
- Who it is for
- Itemizers, high earners near the state tax phase-down, tipped and hourly workers, and taxpayers over 65.
- Runtime
- 60 minutes · Headliner course
Pre-order: this course is still in development. Your purchase includes its materials as they are published in your portal. No release date is confirmed. Buy 5 or more and every course is 30% off.
After payment is confirmed and your access is set up, the files listed below can be downloaded from your portal. Any unpublished materials will be added when ready, at no additional charge.
Files currently available
- Itemize vs Standard Calculator Guide.
- Itemize vs Standard Calculator.
- Obbba Deduction Eligibility Checklists.
- Salt Cap Phase Down Planner Guide.
- Salt Cap Phase Down Planner.
- Charitable Substantiation Checklist.
- Daf Bunching Worksheet Guide.
- Daf Bunching Worksheet.
- Slide deck.
- Visual: Roadmap.
- Visual: Itemize Decision Tree.
- Visual: Salt Phase Down Chart.
- Visual: Ptet Entity Diagram.
- Visual: Mortgage Interest Flowchart.
- Visual: Charitable Stack.
- Visual: Medical vs Hsa.
- Visual: Temporary Deductions Table.
- Visual: Gambling and Casualty.
- Visual: Couple Example.
- Visual: Server Example.
- Visual: Daf Bunching Flow.
- Workbook.
- The narrated lesson. 60 minutes, cued to the deck, with chapter markers by lesson. Added to your portal when published, at no extra cost. This purchase does not guarantee that the narrated lesson is available today.
What the course covers
- 01Itemize or take the standard deduction: the bunching decision5 min
- 02The state and local tax cap: the new limit, the yearly increase, the phase-down, and the entity-level workaround10 min
- 03Mortgage interest and the return of mortgage insurance premiums5 min
- 04Charitable deductions: the limits, the new floor, the new cap, and the deduction for non-itemizers9 min
- 05Medical expenses and why the health savings account beats them4 min
- 06The temporary deductions: tips, overtime, car loan interest, and seniors, with their phase-outs10 min
- 07Casualty losses, gambling losses, and what is permanently gone4 min
- 08Worked example: a 600,000 dollar couple in the phase-down, and a server with 30,000 dollars of tips8 min
- 09Tricks of the trade and traps: the donor-advised fund in a high year, the entity election, and the occupation list5 min
How it fits: Headline course. Requires 7.1. Pairs with 7.5 and 5.3 (the entity-level state tax election).
The standard every course holds
- A narrated lesson of 45 to 60 minutes, produced as audio
- A designed slide deck you download and keep
- A computational workbook that runs the actual legal tests
- A toolkit of checklists and protocols
- A legal authority appendix carrying the two-pass vetting protocol
Written for a diligent reader with no legal education. Professionally narrated using a studio voice model of Brian T. Boyd. The course is recorded instruction, not a live consultation.
Where this course sits
Track 7: Tax Reduction and Strategy
This course is one step in a track built around a single outcome. See the full build order and the other courses that get you there.
Back to this trackEducational material from the private client curriculum of Brian T. Boyd. This is legal education for a general audience, not legal advice, and no attorney-client relationship is created by purchasing, viewing, or using it. Tax outcomes depend on your facts and your state.