TRANSCRIPT

Hello everyone. Welcome to another episode  of the sense of things. And this week,  

a second episode of the sense of things because  we had so much stuff to talk about. It was just  

a bit of a crazy week. Hang on just a second. This  show we’re going to focus on the one big beautiful  

bill act for business. Now, last week’s show we  covered some of the effects for individuals and  

what it means to you. This week we’re going to  focus on what it means for business and I’m going  

to run this show this week. So stay tuned.  We’ll be right back on in just one second.

Hey everybody, welcome to the show. Ron, how  you doing bud? Good morning. Good morning.  

I’m excited to hear what you have to say  about the one big beautiful bill because  

I know we could keep analyzing it. What do you  got? Yeah. I And honestly, I’m going to have to  

keep analyzing and analyzing it because as I even  went through this very high level version of it,  

I realized, wow, there’s a whole lot  of little things that I need to focus  

on in here. And there were some things in  this that I didn’t even remotely know that  

had been in existence before. And I’ve been  doing this a long time. Let’s get started.  

quite a bit of information that we’re going  to cover. Let me jump on here real quick and

okay, you should see that, correct? Yes. All  right. Okay. So, I really wanted to focus this  

bill everything from mom and pop small business  all the way up to big massive businesses. There’s  

something in it for everyone in this. But what  I wanted to do is really focus a little bit more  

on small and mid-size businesses because that’s  likely who’s listening to us. If you run a big  

business, that’s great and a lot of this will  apply to you. But I, like I said, for the vast  

majority of businesses out there, we’re all  small and mid-size businesses and we have an  

understanding of what it means. So, a couple  of things. A lot of this bill made permanent  

the things that were in the TCJC of 2018. So the  original tax cuts and jobs act was fantastic. It’s  

really helped our economy over the last eight  years. But basically all that was set to sunset  

at the end of this year. So with the Congress  doing all this stuff, it made all of this stuff  

permanent. One of the big ones is 20% qualified  business income deduction for pass through. So  

SC corps, partnerships, sle proprietorships,  your business income deduction is 20% which  

is fantastic. And then that is permanent. So it’s  a planning thing that you know. U the other piece  

of it section 179. So section 179 just basically  says if you put things into play in your business,  

especially with equipment heavy businesses. So  let’s say you run a earth moving business and  

you have to buy tractors and back hose and  things like that. It basically doubles the  

ability to expense those right away out of the  gate. So it’s a massive boost to cash flow for  

a lot of these businesses. However, and we’ll talk  about this on a slide a little bit down the road,  

it does phase out at $4 million and it  can go away after a period of time. So,  

something that we’re going to want to keep an eye  on. This, I think, is probably one of the coolest  

and most interesting parts of this bill. There’s  accelerated asset and R&D deductions. So, here’s  

the cool what I consider the coolest part. It’s  section 7301 of the bill. 100% bonus depreciation,  

immediate write off for new and used equipment  placed into service after January 19th, 2025.  

There’s no phase down. It’s fully permanent. So,  your business can deduct 100% of eligible asset  

costs in year one. Here’s the cool part about  this. If you’re building a factory, you can 100%  

deduct that in the first year. Now, I don’t know  if I would do that from a real estate perspective.  

I’d probably depreciate the factory out, but all  the stuff inside of it, but literally a business  

can do that. So, what does that mean? That means a  huge opportunity for people that are putting into  

place a production. This has to be a production  facility. So, it can’t be like an office building.  

It has to be some kind of production facility.  office buildings that are part of that produ  

production facility and R&D that’s part of that  facility can be 100% bonus depreciated. The other  

thing is domestic R&D costs are now expensed  immediately versus advertised. This is going  

to be huge for trying to onshore back the a lot  of the pharmaceutical stuff and things like that.  

A lot of the reason these companies took  stuff offshore, one, it was cheaper, but two,  

they had this accelerated depreciation on a lot of  this stuff or accelerated amortization on a lot of  

this stuff on their R&D cost. So, that is amazing.  It’s retroactive back to 2022. So, a lot of really  

cool stuff. And this can go all the way down to  small businesses. If you’re putting into place  

software to make your business better, that can be  considered R&D expenses and things like that. So,  

a lot of work. You’re going to need to work  with your tax advisor on a lot of this stuff.  

This was something I knew nothing about and I do  exit strategy planning for clients all the time  

and I didn’t even know this was in existence and  now this new one is even better. Uh so expanding  

qualified small business benefits. So gross asset  limit increased from 50 to 75 million. For most  

of us that wasn’t a big deal. Exclusion caps were  10 to 15 million. Here’s the big thing. This is  

section 70431. If you are considering selling your  business and it’s a it’s stock sale, okay, which  

used to be like treated as ordinary income. So it  really sucks. The big change and this has been in  

effect for a while, but this is a beautiful  thing. If you’re doing a exit time or a tax,  

there’s a tax-free exit timeline. Now 50% tax-free  gain if you’ve held a business or investment for  

three years or more. And this is small business  type stuff. 75% if you held it for four years,  

for five years, it’s 100%. Meaning that is  a tax-free exit without capital gains. Now,  

here’s the cool part. For the vast majority of us  who own really small businesses, it’s even better  

because if you make less than $400,000 per year  and you sell your business in a stock sale, you  

have 100% regardless of the time of holding that  business. So this is massive for people that are  

that wealth transfer that’s happening especially  a lot for the baby boomers that are transitioning  

out of businesses. It is the time to spend some  time working with an exit planner. This does not  

take effect until tax year 2020 or until 2026. So  it’s anything that happens after December 25th or  

December 31st 2025 and goes into place. So, if  you’re planning an exit from your business, you  

need to start planning as quickly as possible to  do this because this one does sunset away in a few  

years. So, hold on. Go back to that for a second.  Yes, sir. If you’re a soloreneur or a partnership,  

Yep. and you’re a small business, maybe a million  dollar, $2 million business with employees. You  

either have a h 100% or 50% of stock that you  sell, you could write it all off. You don’t write  

it off. You just don’t have to pay capital gains  tax on it when you sell. What’s your max tax on  

that? Max tax is there is no tax on it. The sale  of the business. So if you get a million dollars  

for the business, what taxes do you pay on it?  You don’t. Okay. That’s the confirmation. Yeah,  

that’s it. And like I said, if you’re if your  earnings from that business are less than 400,000,  

it doesn’t matter how long you’ve held it. It’s  100%. Which is just that makes sense. I just want  

to make sure that the small business owners fully  understand that. Yeah. And this helps this also.  

This is what I call the farmers subsidy more  than anything because it helps out farmers so  

much because so many times they’ve got they might  transition a business to their kids and if they  

die I mean it falls under estate tax planning and  they don’t usually have a lot of cash on hand. So,  

especially for smaller farms and some of these  with the exclusions up to 10 from 10 to 15 million  

at that point, there’s some huge things that are  going to help a lot of small family businesses not  

get just crushed in a in an asset sale or not an  asset sale, but a stock sale, which is usually the  

most tax effice way of doing it. Excuse me. This  is another thing that was actually an incredible  

thing. More favorable interest rate deduction or  interest deduction. So, used to be your interest  

was only deductible for EBIT. Now it includes  deductions for depreciation and amortization  

which makes it much better if you need to finance  a transition. If you need to finance something for  

business growth, this gives you a little bit more  window of what you can do to to make that more  

efficient from a tax standpoint. This is huge.  This is another big piece that I wasn’t really  

aware of in this piece that I think I mean for a  lot of businesses, especially small businesses,  

that’s how things are financed is going to be  through the bank or whatever. And having that  

extra little bit of depreciation, amortization  in there, if you’ve got real estate, if you’ve  

got property or equipment, stuff like that, this  will be a benefit for a lot of those businesses.

So, here’s another piece. And once again, I think  for a lot of companies or I was just listening to  

Representative Roana this morning and he was on  the news and he was talking about we need to have  

federal government come in and step in and provide  like $10 a day child care for people like this.  

The law actually put into place for businesses  the ability to get and if they provide employer  

provided child care, okay, let’s say on-site or  working in a partnership with somebody for general  

businesses, they get 40% of eligible expenses  up to 500K. So if they’re actually and for small  

businesses, $30 million less in revenue, 50% of  expenses. So, if they provide on-site child care  

or something similar to that, they get to expense  a hell of a lot of that and they can pull this  

across multiple businesses. So, through thirdparty  providers. So, if they might work with a local  

child care company and use those expenses to  help offset child care costs for their employees,  

they get a big tax benefit at that at this point.  So, it’s a benefit to say, “Hey, this is another  

benefit we’re providing. You may have to pay a  little bit for child care, but we’re going to  

subsidize a lot of that for you and we win and the  employee wins as well. In addition to Go ahead.  

What I was going to say that’ll it’ll definitely  help out. I don’t know how it’s going to affect  

small business, but obviously the larger companies  can afford that. But even small business, yeah,  

like my business where I only employ a couple  people, yeah, it’s really not going to help me  

much. But for let’s say a decent size couple three  four $5 million a year business that’s a big thing  

for attracting employees and I think it’s going  to give employers who are smaller businesses the  

ability to provide benefits somewhat similar to  what bigger businesses are doing. Paid family  

and medical leave credits. There’s huge benefits  for that for providing more of that paid leave  

time and things like that. So, it’s going to give  businesses the ability to add benefits, especially  

for not only the mom, but the dad in the case  of when kids when they have kids and things like  

that. It just more it’s very businessfriendly  inside this. Couple things we need to watch  

now because once again, Congress always does  something where there’s a bunch of sunsets  

and basically what I call a dead man switch. So  bonus depreciation, RDN or R&D expensing, interest  

deductions, QS or QSBS tiered gains are temporary  and they sunset between 2029 and 2030. So what I  

would tell you is start doing some planning. If  you’re going to be making investments in your  

business, if you’re going to be building things,  if you’re thinking about exiting, it’s the time  

to start planning for that before 2029 and 2030  because all this stuff goes away. the child care  

paid leave, vehicle tip deductions also in 2028.  So all those are things that you just kind of have  

to be thinking about. There’s this one period of  time. The tax cuts are permanent, but some of this  

other stuff isn’t and we need to be aware of that.  If you’re a business that is using clean energy  

and stuff like that, a lot of those clean energy  credits rolled off as a result of this. you’re not  

getting the big massive expensing of solar and  things like that. I think a lot of companies,  

some were legitimately doing it to say, “Hey, I  we believe we want to have clean energy as part  

of our package here.” I think a lot of them were  doing it just to get the credits and everything  

else and they could care less one way or another.  They just want cheap energy. So, couple things to  

look at from an action plan standpoint. Lock in  equipment and R&D deductions. maximize that bonus  

depreciation. Work with your CPA tax planner  to make sure that you understand how that works  

and that you’re planning that out over the next  several years. Evaluate your financing strategy.  

So, you might look at debt financing and if we  can get some cuts in the and the interest rates  

down a little bit, it’s going to be even better.  Capitalize on the QSBs as well. Use that child  

care, start to look into the childare and paid  leave credits. I think this is going to be big.  

I think it’s also going to be extraordinarily  helpful for small businesses that provide this  

type of child care to be able to look at how we  can provide this maybe to several companies in  

our area as a package and then just plan for the  upcoming sunsets. Understand when those are going  

away and then build your business plan. The good  thing is it gives you a good four to fiveyear plan  

to look at all these investments that you might  make during this time period and hopefully we can  

force Congress to push that a little bit farther.  But we know for at least we know the rules  

for the next five years. It’s a great overview  related to small business, even bigger business,  

too. Yeah. I just think there’s so many pieces  of this and I’m hoping small businesses do talk  

to a professional because they need to get deep in  the weeds on a lot of this stuff to figure out how  

they could take advantage of it because some of  it is retroactive for this year. Yeah. Most of it  

starts next year. I tell you the big one too. If  you’re a business that does any kind of R&D work,  

I mean it retroactively goes back to 2022 which  is massive. So that ability to go back and look at  

what you’ve done there and then fast forward back  and say, “Hey, I can for those previous years,  

I can go ahead and capture all that stuff.”  This is huge. Like I said, this is this yes,  

there are some negatives to this plan, but from  a business standpoint, this is probably the most  

positive legislation that I’ve seen or the most  businessfriendly leg legislation I’ve seen come  

out of Congress in 30 years. I mean, honestly,  it’s designed to help. The Secure Act one and  

two were pretty good. Yeah, one was Trump, one  was Biden. There was a lot of positive things in  

there, but certainly this is much much wider and  deeper as far as it could help out. And that 100%  

equipment depreciation that was actually available  with Bush I think in 03 or 04. I remember that  

very well. And that obviously came back. You can’t  have that every year. But certainly in order to do  

some stimulation and buy American, I think it  works out pretty good. But I think especially  

works extremely well for businesses that are  constantly investing in equipment. So let’s say  

that earth moving business. You’re not going to  buy all of your stuff in one year and depreciate  

it out in one year. But if you’re constantly  having to upgrade equipment and everything else,  

it’s just a fantastic way to really be able  to control your taxes and you control those  

per those purchases when you need to to make  sure you take that you get a benefit out of it.  

And what it means is more stable cash flow for  these businesses so that they can keep people  

employed. Essentially, you’re pulling demand  forward. Yeah. So, we’ll see it’s good for the  

short term. Will it be good for the long term?  because they’re pulling all the demand forward  

then orders will slow down at some point in the  future because we got the equipment we need. Yeah,  

I don’t really necessarily think that is. I  think over the next four years it’s pulling  

demand forward a little bit but it allows you now  the ability to go as a business owner let’s say if  

I invest in heavy equipment or machinery or things  like that it allows me to plan my purchases to say  

okay if I do this in this year okay now I now I  can offset my tax a little bit because I don’t  

want to do this all in one year because then I  have all these deductions and I can’t necessarily  

take all those deductions in one year so  it gets carried forward or whatever. So I  

think it gives you a choice and a planning  aspect as a business owner to say, “Okay,  

here’s the big purchases I need to make. Maybe  I’ll make these this year, these the next year,  

these the next year. Some of these I might  carry forward as depreciation over a period  

of time. Some of them I might take that immediate  depreciation.” And so it gives you as a business  

owner a lot of choices versus your only choice  is you buy it and then then you depreciate it  

out over five or seven years or 10 years. I get  it. So I like I said it’s just it gives a plan.  

It what it does require though is it requires a  really good tax planner to work with to determine  

when you do that and to be able to analyze  when you do that and that’s the important  

thing. Agreed. Agreed. Awesome. Thanks folks  for being on. I hope this helps. I hope you  

understand a little bit better as a business  person what’s out there and what you need to  

know. If you want a little bit more details on  this, I’m going to write an article on LinkedIn  

uh which I’ve done on the other one on my  newsletter which is called Exit Richire Free.  

go on to LinkedIn, look me up, and I’ll have a  long form article on this stuff with a little bit  

more details on it on there. So, thanks a lot, and  we’ll see you guys back here the very next time.