7
Final thoughts.
The OBBBA solidifies proactive tax
planning opportunities, particularly
over the next five years, for
taxpayers to evaluate their personal
and business tax matters.
Many provisions favor long-term strategies. Since some provisions are
time sensitive, collaboration across your entire advice team is critical.
We encourage you to be proactive by engaging with your CPA to get
updated tax projections and confirm your estimated payment schedule
is still accurate. Your tax accountant can identify techniques that may
provide tax savings to you in 2025 and beyond.
Please contact us today for further guidance.
