December 9, 2025 One of the key business provisions in the Big Beautiful Bill expands the Net Operating Loss (NOL) rules through 2028. Here’s what changed: This provides significant planning flexibility — especially for clients with fluctuating income, large investments, or cyclical industries. We’ll review your prior and current-year returns to determine whether you can …

NOLs Can Now Offset 100% of Taxable Income (Through 2028) Read More »

December 2, 2025 As we approach the end of 2025, there’s still time to take action and make a real difference in your tax outcome for the year. With thoughtful planning and a few strategic steps, you can reduce your tax bill, strengthen your retirement savings, and position your finances for a better 2026. Below …

Your 2025 Year-End Tax Planning Guide Read More »

November 18, 2025 The Big Beautiful Bill expanded the Adoption Credit starting in 2025.Here’s what’s new: This change makes adoption-related tax relief more accessible and valuable for many families.If adoption is part of your family’s plans, we’ll incorporate this into your tax strategy to ensure you maximize the benefit. If you have any questions, please …

Adoption Credit Expanded Read More »

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 …

R&D Expenses Now Fully Deductible Through 2028 Read More »

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 …

Business Interest Deduction Limits Relaxed Read More »

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 …

Forgiven Student Loans Now Permanently Tax-Free Read More »

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 …

Dependent care benefits expanded Read More »

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 …

New IRA option for minors starting in 2025 Read More »

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 »