To help you make the most of the tax-saving opportunities available to you, we’re pleased to introduce our online Tax Planning Guide. It offers a wide variety of strategies for minimizing your taxes. The guide covers:
• Tax Planning Basics
• Investing
• Real Estate
• Business & Executive Comp
• Family & Education
• Charitable Giving
• Retirement
• Estate Planning
On July 4, 2025, the legislation commonly known as the One, Big, Beautiful Bill Act (OBBBA) was signed into law. It makes permanent many provisions of the Tax Cuts and Jobs Act (TCJA) that help reduce tax liability, including lower individual tax rates and higher standard deductions, that had been scheduled to expire Dec. 31, 2025. But it also makes permanent the reduction or elimination of certain breaks that had been scheduled to resume after 2025.
That’s not all: The OBBBA introduces some new tax breaks (though many are temporary) and enhances some existing breaks. However, it terminates many tax breaks related to clean energy.
To keep your taxes to a minimum, you need to know how the OBBBA will affect your specific situation. Then you have to implement strategies that allow you to take maximum advantage of those breaks and other tax savings opportunities while staying in compliance with tax law.
The more you know about the tax law changes and possible tax-reduction strategies, the easier it will be to determine which tax strategies will make sense for you this year, such as the best way to time income and expenses. So we invite you to look through our guide and see which strategies might benefit you. Then contact us to learn more about the most effective tax-saving strategies for your situation.
Please click here to view the Tax Planning Guide