OBBBA Planning Checklist for 2025 and Beyond

Here are the most important moves to make now:
Use the $15M estate exemption ($30M couples) starting 2026: gift, GRATs, SLATs, ISLYTs
Take full advantage of the $40K SALT cap while it lasts (2025–2029)
Accelerate capital investments and cost segs for 100% bonus depreciation

Revisit entity choice for every client
Leverage tax-advantaged investments
Calendar 2029 sunsets for multi-year planning
Segment outreach and book 2025 strategy meetings

TaxPlanIQ equips you to move from education to action. Watch now. #short