Why 2025 Year-End Tax Planning Matters More Than Ever
As 2025 comes to a close, businesses and individuals face a tax environment defined by heightened complexity and rapid change, driven largely by the mid-year enactment of the One Big Beautiful Bill Act (OBBBA). This landmark legislation has reshaped planning strategies around depreciation, capital investments, and qualified business deductions, requiring taxpayers to reassess decisions already made while identifying time-sensitive opportunities before year-end. In this climate, effective tax planning goes beyond compliance—it demands proactive, strategic action to manage risk, optimize cash flow, and position for both immediate and long-term tax efficiency.
Year-End Tax Planning for Individuals
As we approach 2025, future tax policy is bracing for change in the coming years. With…
Key Tax Considerations for Real Estate Investors in 2024
Amid the backdrop of market realignment, higher interest rates, and shifting workplace habits, investors remain cautiously…
2023 Year-End Tax Planning for Individuals
As the 2023 tax season winds down, it’s time to take a closer look at year-end…
2022 Year-End Tax Planning for Individuals
While 2022 started out with some uncertainty about potential tax law changes, very few of the…
Stimulus Payments Being Sent as Visa Debit Cards
The Internal Revenue Service has been distributing Economic Impact Payments to taxpayers across the nation since…
Year-End Tax Planning for Businesses
The first year of filing under the new Tax Cuts and Jobs Act (TCJA) is in…
Top 5 Real Estate Accounting Mistakes
Even some of the savviest real estate brokers can get trapped in the most common accounting…
IRS Audits Decline for Millionaires and Large Businesses
IRS audits of wealthy taxpayers and big business are on the downtick, reaching record lows in…
Partner Spotlight
529 Plans: Saving for College
New Accounting Standard Brings Big Changes to Not-for-Profit Financial Reporting
Team Member Spotlight
New Regulations for Internal-Use Software and R&D Credit
New Overtime Rule Put On Hold by Federal Injunction
Effective Fixed Asset Management
New Deadline and Increased Penalties for Forms 1099 and W-2
Proposition 55 Approved by Voters
