The One Big Beautiful Bill (OBBB) didn’t just change income tax brackets and deductions—it also continued and expanded several clean energy and environmentally focused tax incentives. These credits reward taxpayers who make energy-efficient upgrades, invest in...
(A Before & After Story) When the One Big Beautiful Bill (OBBB) passed, many families wondered what it might mean for their taxes in real life. Let’s walk through a fictional example that might sound a lot like someone you know — maybe even you. Meet Jake and...
The One Big Beautiful Bill (OBBB) brings several important changes for individuals and families looking to transfer wealth, reduce estate taxes, and protect assets for future generations. Whether you’re planning modest gifts to family or multi-million-dollar legacy...
Thinking of investing in—a high-growth small business, the Qualified Small Business Stock (QSBS) exclusion can be one of the most powerful tax strategies available. The One Big Beautiful Bill (OBBB) makes important adjustments that keep QSBS attractive for...
The Research & Development (R&D) Tax Credit has long been a powerful tool for businesses that innovate, design, and improve products or processes. The One Big Beautiful Bill (OBBB) brings important changes that expand eligibility, increase potential savings,...
