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

See omnystudio.com/listener for privacy information.

Building an Employer of Choice: Insights from Crestmont Private Wealth In this episode of 'The Ascent' with Crestmont Private Wealth, CEO Sam McGee discusses the company's expansion and their approach to becoming an employer of choice. Sam shares valuable insights on core values, HR strategies, and creating a competitive work environment focused on trust, teamwork, commitment to service, adaptability, and care.

Learn about the importance of community involvement, total compensation packages, and the ability to adapt in today's job market.

Contact:

• https://crestmontpw.com/
• Boerne Office: 830-368-2898
• Houston Office: 832-280-5288

00:00 Introduction - Crestmont Private Wealth

• 00:45 Meet Sam McGee and Crestmont's Expansion
• 01:26 Understanding Employer of Choice
• 03:15 Core Values and Hiring Practices
• 04:58 Community Involvement and Competitive Offerings
• 06:53 Total Compensation and Benefits
• 10:49 Adapting to Change and Employee Feedback
• 12:21 Conclusion and Final Thoughts

See omnystudio.com/listener for privacy information.

In this episode, Sam McGee and Alec Walker, EVP of Financial Planning, discuss how Crestmont is simplifying wealth management for high-net-worth clients using the latest features of the E-Money client portal.

They delve into the capabilities of the newly integrated mobile app, which offers a single pane of glass for viewing all financial assets, updating information, and seamless communication between clients and advisors.

They also highlight the importance of uploading crucial documents like wills and life insurance policies to the secure vault for thorough review and future access.

Discover how these innovative tools can enhance your financial planning experience.

Original Air Date: May 24, 2025

https://crestmontpw.com/

Boerne Office: 830-368-2898

Houston Office: 832-280-5288

• 00:00 Introduction to The Ascent with Sam McGee
• 01:08 Meet Alec Walker: EVP of Financial Planning
• 01:57 Simplifying Wealth Management with E-Money
• 02:56 Exploring the Features of the E-Money Mobile App
• 06:20 User Experience and Practical Applications
• 11:20 Call to Action and Closing Remarks

See omnystudio.com/listener for privacy information.