News & Analysis as of

One Big Beautiful Bill Act Tax Planning

Katten Muchin Rosenman LLP

Business Income Tax Planning in Light of the OBBBA: What Owners and Investors Need to Know

The One Big Beautiful Bill Act (OBBBA) brings increased predictability for business owners, founders, family offices and investors in many tax planning aspects. Individual and corporate tax rates stay put, qualified small...more

ASKramer Law

Tax-Loss Harvesting Part V: State and Local Taxes

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Successful tax-loss harvesting depends on a taxpayer’s ability to deduct losses. In addition to their federal tax liability, taxpayers also need to consider state and local taxes. As we wrap up this series, I want to focus in...more

Whiteford

Employment Law Update: IRS Provides Some Penalty Relief to Employers Navigating Tips and Overtime

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The Internal Revenue Service (IRS) issued a guidance this past Wednesday (Notice 2025-62) that provides penalty relief for employers and certain of the reporting requirements that made their way into the Trump...more

Rivkin Radler LLP

Qualified Small Business Stock – Be Mindful of the ‘Acquisition Dates’ When Applying OBBBA’s Enhanced Gain Exclusion Rule

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The enactment earlier this year of the One Big Beautiful Bill Act (the “Act”)generated a fair amount of excitement in the business community. If one had to identify a single provision of the Act in which the owners and...more

Bradley Arant Boult Cummings LLP

Alabama Department of Revenue Issues Helpful Analysis of Impact of OBBBA on Alabama Income Tax Code

As readers may recall, on July 4, 2025, President Trump signed into law the massive One Big Beautiful Bill Act (OBBBA) as Public Law 119-21, which made permanent many provisions of the Tax Cuts and Jobs Act of 2017. OBBBA...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, November/December 2025

The One Big Beautiful Bill Act (OBBBA) has made the gift, estate and generation-skipping transfer (GST) tax exemptions permanent. This brings a great deal of certainty to estate planning. And now even fewer taxpayers need to...more

Woods Rogers

Tax Talk with Josh Wykle – The Big Beautiful Bill & Overtime Deductions: What's the Tea in L&E?

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In this episode of What’s the Tea in L&E, host Leah Stiegler welcomes Josh Wykle from Woods Rogers’ Tax team to unpack the tax twists and turns of the Big Beautiful Bill. They dive into how employers and employees can benefit...more

Bodman

No Tax on Tips and Qualifying Overtime: Trick or Treat?

Bodman on

In the spirit of Halloween, please consider the below as we approach year end and April 15, 2026. On July 4, 2025 as part of Public Law 119-21 ꟷ aka the One Big Beautiful Bill Act (the “Act”) ꟷ Congress enacted...more

Steptoe & Johnson PLLC

Key Q4 Tax Updates for Businesses

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With the fourth quarter underway, recent changes to federal tax law made by the One Big Beautiful Bill Act (OB3) remain at the forefront of business planning for operations, investments, and acquisitions. OB3 became law July...more

Morgan Lewis

IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2026

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The US Internal Revenue Service (IRS) has announced that the annual gift tax exclusion will remain at $19,000 per recipient in 2026, the same as in 2025. The annual amount that may be given to a spouse who is not a US citizen...more

Falcon Rappaport & Berkman LLP

IRS Releases Revenue Procedure 2025-28 Providing Guidance on Electing to Accelerate Deduct R&E Under Section 174

On August 28, 2025, the Internal Revenue Service (IRS) issued Revenue Procedure 2025-28, providing procedural guidance for taxpayers on the treatment of research and experimental (R&E) expenditures under I.R.C. § 174. ...more

Lathrop GPM

The Sunset That Didn’t Set: OBBBA and the Future of Tax Planning

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The enactment of the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, brings clarity on key provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) that were set to expire at the end of 2025. ...more

Williams Mullen

[Event] 2025 Fall Tax Forum - November 5th, Richmond, VA

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Join Williams Mullen attorneys for our 2025 Fall Tax Forum, where we will dive into key developments shaping the U.S. federal tax landscape following the enactment of the One Big Beautiful Bill Act (the “OBBBA”) this past...more

Holland & Knight LLP

Redemption Limitations Remain a Trap for the Unwary Despite Section 1202 Expansion

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Starting on July 5, 2025, the One Big Beautiful Bill Act (OBBB) has amended Internal Revenue Code Section 1202 to provide additional benefits to owners of qualified small business stock (also known as QSBS within the meaning...more

Mintz - Venture Capital & Emerging Companies...

MintzTech Connect: All Things Technology — October 2025

One of the remarkable things about the US economy is the robust nature of startups and emerging companies. These new enterprises drive growth and create jobs, and in turn fuel additional economic activity, creating a...more

Haynes Boone

One Big Beautiful Bill Revamps Charitable Giving Tax Rules for 2026 and Beyond

Haynes Boone on

Recent changes to the tax code—enacted through the so-called One Big Beautiful Bill—will significantly alter the way both individual and corporate donors approach charitable giving. These updates, effective for the 2026 tax...more

Snell & Wilmer

Trump Accounts: Four Things Employers Should Know

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The One Big Beautiful Bill Act created a new tax-advantaged vehicle called a “Trump Account,” which is intended to encourage children to start saving and investing at an early age...more

Phelps Dunbar

One Big Beautiful Bill’s Tax Changes Will Enhance Cash Flow from Capital Expenditures

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Two of the new and important tax changes made by the One Big Beautiful Bill Act (OBBBA) allow the full and immediate expensing of certain business assets placed in service during the taxable year. This occurs under changes...more

Freeman Mathis & Gary

FMG Professional Liability Quarterly Report: Q3 - 2025

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THE BIG BEAUTIFUL BILL – HOW DOES IT AFFECT TAX TREATMENT FOR PROFESSIONAL SERVICES FIRMS? The One Big Beautiful Bill Act was signed into law on July 4, 2025 following weeks of contentious debate. If your professional...more

Allen Barron, Inc.

The New IRS Tax Bracket Changes for 2026

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The cat is out of the proverbial bag as the new IRS tax bracket changes for 2026 have been published. The IRS has released the 2026 income tax brackets for U.S. taxpayers. How will this impact the tax picture of most...more

McGlinchey Stafford

Podcast: "Big, Beautiful" Changes, Pt. 1: No Tax on Tips [More with McGlinchey, Ep. 80]

McGlinchey Stafford on

True to President Trump’s campaign promise, the “one big, beautiful bill” allows a limited deduction for tip income, but the mantra “no tax on tips” is not quite accurate. In this episode, McGlinchey Tax attorney Douglas...more

Haynes Boone

Biotech Insights - September 2025

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Qualified Small Business Stock in the Life Sciences Industry - The Internal Revenue Code (“IRC”) § 1202 provides for an exclusion from gain on the sale of qualified small business stock (“QSBS”), up to $15 million (or 10...more

Bradley Arant Boult Cummings LLP

One Big Beautiful Bill Act (OBBBA): Essential Guide for Small Business Owners

Following is a summary of the materials covered at the September 24, 2025, installment of Bacon & Business, a quarterly breakfast panel discussion hosted by Bradley Arant Boult Cummings LLP, EP Wealth Advisors, and Southern...more

Foster Swift Collins & Smith

What Business Owners Need to Know About the New Tax Law

This past July, the One Big Beautiful Bill Act (the “Act”) was enacted, completely altering the landscape of tax and estate planning for business owners. One of the most significant changes? A permanent increase to the...more

Farrell Fritz, P.C.

Estate Planning Outlook: 2026 Projected IRS Thresholds and Exclusions

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Each year, the IRS updates tax brackets and related thresholds to reflect inflation. Under the One Big Beautiful Bill Act, the estate tax basic exclusion amount will increase to $15,000,000 in 2026, with inflation indexing...more

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