BE Informed
BE Informed brings practical accounting, tax, audit, and consulting insights directly to business owners and finance professionals. Hosted by Brown Edwards, CPA, each episode offers clear, accessible guidance on essential financial topics that impact your business. From explaining tax regulations to discussing effective financial management strategies, we provide straightforward advice to support your decision-making.
All Episodes
Education Tax Changes in the One Big Beautiful Bill: 529 Plans, Tax Credits & Student Loan Benefits
Brown Edwards tax managers Jacob Reeves and Marie Wimmer break down the major education-related tax provisions in the One Big Beautiful Bill. Learn about the new scholarship contribution tax credit, expanded 529 plan qualified expenses for K-12 and post-secondary education, and the employer student loan repayment exclusion up to $5,250.
One Big Beautiful Bill Act: Nonprofit & University Tax Provisions Explained
Tax experts Jacob Reeves and Kevin Forget break down the key nonprofit provisions in the One Big Beautiful Bill Act (OB3) passed July 4th, 2025. Learn about the new tiered endowment tax affecting private universities with large endowments and the expanded excess compensation tax on nonprofit executives. These changes take effect in 2026—find out if your organization is impacted.
Premium Tax Credit Changes in the One Big Beautiful Bill | What You Need to Know
Senior tax managers Jacob Reeves and Marie Wimmer break down the major changes to the premium tax credit under the One Big Beautiful Bill (OB3). Learn about new eligibility requirements, enhanced verification processes starting in 2027, and the removal of repayment caps that could significantly impact taxpayers who receive marketplace health insurance subsidies.
Understanding Qualified Charitable Distributions for Tax Savings
In this episode of BE Informed, we explore the powerful intersection of charitable giving and tax strategy. Join me as we delve into the intricacies of Qualified Charitable Distributions (QCDs) and other tax-efficient giving strategies. Discover how your generosity can align with financial prudence, offering significant tax savings while supporting the causes you care about. We'll unravel the benefits of bunching donations, donor-advised funds, and the nuances of standard versus itemized deductions. Whether you're a seasoned philanthropist or new to charitable giving, this episode equips you with actionable insights to optimize your financial and philanthropic goals. Tune in to learn how to make informed decisions that enhance your charitable impact and financial health.