The Biz Beat by SVA

A weekly podcast from SVA covering tax strategies, policy updates, and business insights. Get practical advice and expert takes on what’s shaping today’s business landscape.

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Published on: 8/27/2025

Ep 19: 529 Plans, Intel's Equity Shift, Charitable Above-the-Line Deductions

In this episode, Lee and Eric break down how 529 plans work, including tax benefits, contribution limits, and recent flexibility changes that impact education planning. They also discuss the federal government's unusual move to take an equity stake in Intel, exploring how this could signal a shift in how the government supports private industry.

Finally, they clarify charitable above-the-line deductions under the OBBBA Act and how they interact with itemized deductions.

Past Episodes

Senate Passes Tax Bill: What Business Owners Need to Know

16B Passwords Leaked, Tax Bill Update, and Selling Your Home to Family

House vs Senate: Breaking Down the Proposed Tax Bill Changes for Business Owners

House vs. Senate: Key Tax Bill Differences for Business Owners

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Biz Tips

Define the Scope of an AUP Engagement: What You Can and Can't Include

What the New Business Interest Deduction Rules Mean for You

Are You Ready for the 2026 Catch-Up Contribution Rule Change?

Tax eAlerts

How Will the Changes to the SALT Deduction Affect Your Tax Planning?

What Taxpayers Need to Know About the IRS Ending Paper Checks

The OBBBA Will Soon Eliminate Certain Clean Energy Tax Incentives

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Are you in the know on the latest business trends, tips, strategies, and tax implications? SVA’s Biz Tips are quick reads on timely information sent to you as soon as they are published.

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