November 13, 2025 A significant business provision in the Big Beautiful Bill restores immediate expensing for domestic research and development (R&D) costs through 2028. Here’s what that means for you: If your business engages in innovation or process improvement — even if it’s not traditional “lab research” — these costs may qualify. We’ll review your …
October 28, 2025 Under the new Big Beautiful Bill, the business interest deduction (Section 163(j)) rules have been relaxed, allowing more businesses to deduct their interest expense. Here’s what’s changed: We’ll review your interest and depreciation schedules in your next planning session to ensure we’re taking full advantage of this new flexibility. If your business …
October 14, 2025 The Big Beautiful Bill includes a provision making forgiven student loans due to death or disability permanently excluded from taxable income. Previously, these situations could create a surprise tax liability — even when the loan itself was wiped away. This change removes that risk and creates more certainty for borrowers and their …
October 2, 2025 The Big Beautiful Bill includes two important changes that will benefit many families with children or dependent care expenses: This means families may now receive more significant relief for childcare, after-school care, summer programs, or elder care costs. We’ll review these provisions during your next planning session and make sure your benefits …
September 23, 2025 The Big Beautiful Bill introduced a new savings option for children — IRAs for minors (nicknamed “Trump Accounts”) — beginning in 2025.Key details: This creates a powerful new way to support children’s long-term financial security and integrate wealth-building into family planning strategies. If you have any questions, please feel free to reach …
Here’s another new tax break…Under the Big Beautiful Bill, interest on car loans for U.S. -built vehicles is now deductible up to $10,000 per year (2025–2028). Yes, you read that right —if you finance a qualifying vehicle, part of your car payment could now save you on taxes. Let me guess…Your CPA hasn’t flagged this …
Did You Know? Your Car Loan Could Now Be Tax-Deductible Read More »
July 30, 2025 Great news: the 20% Qualified Business Income (QBI) deduction — originally set to expire in 2026 — has now been made permanent under the newly passed “Big Beautiful Bill.”What’s changed: What this means for you: If you have any questions, please feel free to reach out to our team! >> Schedule a …
QBI (20% Business Income Deduction) Now Made Permanent Read More »
July 22, 2025 If you’re considering investments that offer both substantial tax savings and long-term return, a solar project might be worth exploring, especially if you’ve had a strong income year. Here’s why it’s worth looking at: This is a more capital-intensive strategy, but it’s particularly valuable for clients who: If you’d like to walk …
July 15, 2025 We wanted to update you on the “One Big Beautiful Bill Act”, which was officially passed on July 4, 2025. This bill includes several provisions we’ll incorporate into your planning going forward. Here are some of the key highlights: We will be reviewing these provisions in detail during your upcoming strategy meetings …
July 8, 2025 A unique tax planning opportunity is available this year that could help you reduce your federal tax bill by 25% — with no restructuring or complex documentation required. It’s called the Sovereign Tribal Tax Credit (STTC) program. Here’s how it works: This can be a helpful tool if you have: If this …
