OBBBA brings sweeping tax changes for 2025—boosting educator deductions, 529 plans, small biz stock, families, gamblers, and overtime earners: OBBBA makes significant changes to the educator [...]

September 2025 Individual Tax Update

The OBBBA boosts QSBS tax breaks for investors and revives 100% bonus depreciation for business property placed in service after Jan 20, 2025: Do you own [...]

September 2025 Small Business Update

The OBBBA brings tax savings for seniors, raises the SALT deduction cap in 2025, and changes charitable donation rules starting 2026: If you will be age [...]

August 2025 Individual Tax Update

The OBBBA delivers new small business tax breaks for vehicles, hiring your child, and charitable giving, plus reduced filing burdens: Do you have a personal vehicle? [...]

August 2025 Small Business Update

Act now on EV tax credits before September 2025, learn IRS rules for deducting business seminars, and explore defined benefit plans for big tax savings: If [...]

July 2025 Small Business Update

Act now on EV, solar, and home energy tax credits before 2025 deadlines, and review key federal gift tax rules, exclusions, and strategies: If you’re considering [...]

July 2025 Individual Tax Update