Blog
Top 3 Things You Need to Know About Planning in 2025
2025 isn’t just another tax year; it’s a pivot point. The One Big Beautiful Bill (OBBBA) locks in major rate changes, introduces brand-new tax vehicles, and reshapes deductions, credits, and limits. If you’re advising clients (or preparing your own planning), here are the top three shifts you must understand —...
Top 5 Things Tax Preparers Must Know About Entity Choice
Choosing the optimal business entity was always important, but with new tax law updates, enhanced IRS scrutiny, and sweeping changes under the One Big Beautiful Bill Act (OBBBA), the stakes are higher than ever. Here are five critical considerations every tax preparer should master in 2025 to safeguard clients and...
The OBBBA’s Top 3 Business Tax Impacts
Business tax planning is entering a new era with the passage of the OBBBA. For tax professionals, these updates mean more than just new rules. They mean new opportunities and responsibilities when advising clients. Business owners, too, should be aware of the impact, but it’s tax professionals like you who will...
The Five Biggest Tax Changes You Need to Know For 2025
The One Big Beautiful Bill Act (OBBBA) is reshaping individual tax filing starting in 2025. With permanent extensions, new deductions, and the elimination of certain credits, understanding these provisions is critical for anyone advising on tax planning. Here are five of the most important changes shaping the upcoming...
5 Ways OBBBA Changes Real Estate Tax Planning for Your Clients
If you're a tax preparer or Enrolled Agent specializing in real estate taxation, it’s essential to understand how the One Big Beautiful Bill Act (OBBBA) is reshaping depreciation rules and client strategies. Here are five key reasons why this change demands your attention: 1. 100% Bonus Depreciation Is Back —...





