2025 Year-End Tax Guide: More Planning Certainty for Higher-Income Taxpayers
Overview
With the passing of the One, Big, Beautiful Bill Act (OBBB), the tax landscape was reshaped for high-income earners by making certain the Tax Cuts and Jobs Act provisions permanent and introducing some new tax breaks. Learn more on how the OBBB impacts your tax planning through this guide that offers a variety of strategies to minimize your taxes in the current tax environment.
Additionally, the guide includes sections on income and deductions, executive compensation, investing, real estate, business ownership, charitable giving, family and education, retirement, estate planning, and tax rates to further help you and your advisor with your tax planning. Apply the insights and stay ahead of any new tax law changes.