2025 Year-End Tax Planning

Signed into law on July 4, the One Big Beautiful Bill (OBBB) is the most sweeping update to the federal tax code since the Tax Cuts and Jobs Act (TCJA) was passed in late 2017. With permanent extensions and modifications to cornerstone provisions, the changes reach nearly every taxpayer — individuals, businesses, real estate investors, and international players alike. Our OBBB series breaks down the complexity across four focused sessions, spotlighting the most important planning considerations as year-end approaches.