In this episode of the 9innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, breaksdown the recent “O3B” tax bill and what it actually means for taxpayers. He explains that much of the legislation simply extends provisions from the 2017 tax cuts, rather than creating entirely new ones, meaning most Americans shouldn’t expect dramatic changes to their tax bill.

Kevin also addresses the larger refunds some taxpayers are seeing, explaining that many of them are the result of over-withholding earlier in the year after the law was passed mid-2025, not necessarily new tax savings. The episode highlights where the real benefits are concentrated—primarily among seniors, business owners, and higher-income households—and reinforces a key takeaway: real tax savings usually come from proper tax planning, not just changes in legislation.

Introduction & Episode Overview (00:00:00)

Are the Tax Cuts Actually Saving Money? (00:01:00) .

Why Refunds Look Bigger (00:04:55)

Who Actually Benefits from the Bill (00:07:17)

Why Tax Planning Matters More Than the Law (00:11:24)

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