Tax Strategies

What's behind the power of integrating taxes, investments and strategy for business owner clients?

As corporate tax teams finalize their 2025 strategies following the One Big Beautiful Bill Act, savvy leaders are already looking ahead to 2026.

Private company leaders looking to sell reported that tax on recognized gains (88%) and transfer taxes (87%) were major concerns, per a Deloitte survey.

With no guidance available, tax practitioners and their clients have to figure out how much risk they want to take.

The One Big Beautiful Bill Act makes the opportunity zone program permanent and also introduces some changes in the real estate investor tax breaks.

Wealthy taxpayers in high-tax states like California, New York and New Jersey are the biggest winners, as are workers who collect tips or overtime, and seniors.

That guidance basically asks employers to use their best efforts to provide documentation; no penalties will be imposed on those who were unable to document qualified tips and overtime.

Planning around SSI COLAs; holiday business deductions; complex decisions of inheritance; and other highlights from our favorite tax bloggers.

Just in time for Giving Tuesday, there's some good news for charities, thanks to the One Big Beautiful Bill Act, but also some new caps and limits.

In Notice 2025-69, the IRS and the Treasury offer clarifications and examples of how to claim the One Big Beautiful Bill Act deductions.