The Ascent: Tax Cuts and Jobs Act 2.0 Explained

Join Sam McGee and Alec Walker from Crestmont Private Wealth in this informative episode of 'The Ascent' on Boerne Radio. They delve into the key provisions and implications of the newly proposed Tax Cuts and Jobs Act 2.0, including income tax bracket changes, enhanced standard deductions, and adjustments to the state and local tax deduction cap. This episode also provides insights into the impact on personal and corporate taxes, along with advice for listeners about how these changes might affect their financial planning.

Original Air Date: June 7, 2025 at 8:30am as heard on Boerne Radio 103.9FM

Contact:  www.crestmontpw.com 

Alec Walker in Houston:  831-280-5288 

Sam McGee in Boerne: 830-368-2898
00:00 Introduction and Show Overview
00:46 Welcome and Studio Updates
01:19 Introducing Alec Walker
01:55 Tax Cuts and Jobs Act 1.0 Overview
04:59 New Tax Bill Highlights
06:30 Potential Changes and Impacts
10:11 Newsletter and Contact Information
12:10 Conclusion

The Ascent: Tax Cuts and Jobs Act 2.0 Explained
Join Sam McGee and Alec Walker from Crestmont Private Wealth in this informative episode of 'The Ascent' on Boerne Radio. They delve into the key provisions and implications of the newly proposed Tax Cuts and Jobs Act 2.0, including income tax bracket changes, enhanced standard deductions, and adjustments to the state and local tax deduction cap. This episode also provides insights into the impact on personal and corporate taxes, along with advice for listeners about how these changes might affect their financial planning.
Original Air Date: June 7, 2025 at 8:30am as heard on Boerne Radio 103.9FM
Contact:&nbsp; <a href="https://www.crestmontpw.com">www.crestmontpw.com</a>&nbsp;
Alec Walker in Houston:&nbsp; 831-280-5288&nbsp;
Sam McGee in Boerne: 830-368-2898
<ul>
<li>00:00 Introduction and Show Overview</li>
<li>00:46 Welcome and Studio Updates</li>
<li>01:19 Introducing Alec Walker</li>
<li>01:55 Tax Cuts and Jobs Act 1.0 Overview</li>
<li>04:59 New Tax Bill Highlights</li>
<li>06:30 Potential Changes and Impacts</li>
<li>10:11 Newsletter and Contact Information</li>
<li>12:10 Conclusion</li>
</ul>

Host:  Sam McGee, MBA, CFA

Founder/Owner of Crestmont Private Wealth.
604 S. Main St. Boerne TX 78006
(830) 368-2898
www.crestmontpw.com

Host:  Sam McGee, MBA, CFA
Founder/Owner of Crestmont Private Wealth.
<ul>
<li><a href="https://www.google.com/maps?q=604%20S.%20Main%20St.,%20Boerne,%20TX,%2078006">604 S. Main St. Boerne TX 78006</a></li>
<li><a href="tel:8303682898">(830) 368-2898</a></li>
<li><a href="http://crestmontpw.com/">www.crestmontpw.com</a></li>
</ul>

The Ascent With Crestmont Private Wealth

The Ascent with Crestmont Private Wealth 

Host: Sam McGee

Houston Office: I Riverway, Suite 470 Houston, Texas 77056

(832) 280-5288

Boerne Office: 604 South Main Boerne, Texas 78006

Office (830) 368-2898

About Sam McGee

CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER

Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.

Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.

Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.

When asked what is most important to him, he said “Faith, Family, Community, & Friendships”

The Ascent with Crestmont Private Wealth 
Host: Sam McGee
Houston Office: I Riverway, Suite 470 Houston, Texas 77056
(832) 280-5288
Boerne Office: 604 South Main Boerne, Texas 78006
Office (830) 368-2898
About Sam McGee
CHIEF EXECUTIVE OFFICER &amp; CHIEF INVESTMENT OFFICER
Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.
Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.
Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.
When asked what is most important to him, he said “Faith, Family, Community, &amp; Friendships”

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