The One Big Beautiful Bill Act (OBBBA) brought several tax changes that could impact how business owners structure, invest in, and grow their companies. Here are a few quick highlights:
Selling Your Business Could Be More Tax-Efficient
Owners of qualified small business stock now have more flexibility to exclude gains from federal taxes, with shorter holding periods and higher exclusion limits.
Immediate Write-Offs for Equipment and R&D
Businesses can now fully deduct the cost of new equipment and research expenses in the year they’re incurred. This provides potential opportunities to improve cash flow and reduce taxable income.
Expanded Deductions for Interest and Income
The bill broadens the rules for deducting loan interest and makes the popular pass-through income deduction permanent, with expanded eligibility.
Permanent Incentives for Employee Benefits
Tax perks for offering paid family leave and student loan repayment are now permanent, making these benefits more attractive to offer.
How We Can Help
As your personal CFO, we bridge the gap between your personal and business finances to help you make informed, forward-looking decisions. Our tax planning process includes detailed tax return reviews, scenario analysis, and the ability to model long-term tax consequences using advanced planning software.
Whether you're evaluating a change in business structure, timing a major investment, or planning for a future sale, we collaborate closely with your tax professionals to ensure every move is aligned with your financial goals and optimized for both today and tomorrow.
For a more in depth breakdown from our planning team, click here.
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