Will Taxpayers See Bigger Refunds? | Tom Wheelwright

Many Americans are entering tax season, wondering what’s really changing under the surface. While the updates may seem small individually, together they reveal how policy is steadily influencing incentives, cash flow, and who sees relief first in today’s economy. In this episode, we sit down with tax strategist Tom Wheelwright, founder of Tax Free Wealth Advisors, to explore what’s driving these changes, how tax incentives are affecting households and businesses, and what they could mean for economic conditions ahead.

03:10 – Childcare and Charity Tax Credits
05:21 – Who Gains in a K-Shaped Economy
08:20 – 2025 vs. 2026 Tax Benefits
11:09 – Opportunity Zones Explained
13:07 – Bonus Depreciation in Real Estate
15:24 – 100% Write-Offs for Manufacturing
18:58 – Taxes in Real-World Investing
20:16 – Deficits and the Business Outlook
21:55 – AI, Markets, and Confidence
23:57 – Why Some States Gain Population
26:24 – How Trump Accounts Work
28:12 – Long-Term Impact on Families
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The views expressed in this video are those of the guest and do not necessarily reflect the views of Market Insider.