With most major TCJA provisions now permanent under OBBBA, year-end planning is no longer about expiring breaks — it’s about aligning income, deductions, and timing to your specific situation. Business owners and individuals who act before December 31 can still capture major benefits in Q4 2025.
With most major TCJA provisions now permanent under OBBBA, year-end planning is no longer about expiring breaks — it’s about aligning income, deductions, and timing to your specific situation. Business owners and individuals who act before December 31 can still capture major benefits in Q4 2025.
October marks the beginning of one of the most important times on the tax calendar: year-end planning season. With just a few months left before December 31, you still have the opportunity to take meaningful steps to reduce your 2025 tax bill, improve cash flow, and position yourself for success in 2026.
As 2025 comes to a close, now is the time to review your finances and make smart moves that could lower your tax bill. Year-end tax planning is about being proactive — taking advantage of deductions, credits, and strategies that expire when the clock strikes midnight on December 31.
The newly passed One Big Beautiful Bill Act (OBBBA) is stirring up the tax planning world — and for good reasons. Among its sweeping changes, one provision is rekindling an old tax strategy that had all but vanished in recent years: tax payment bunching, especially for those living in high-tax (or even moderately taxed) states.
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