2025-2026 Tax Planning Guide for Business and Individuals
Posted on
Proactive tax planning is always important, but this year brings new considerations. The One Big Beautiful Bill Act (OBBBA), signed into law July 4, introduced significant changes, many of which take effect in 2025. These provisions may require adjustments to strategies you have used in the past, and they create new opportunities for those who act before year-end.
To help you navigate these changes, AAFCPAs is pleased to share our 2025 Tax Planning Guide. Inside, you will find “What’s new!” highlights of OBBBA provisions along with charts, case studies, and examples that illustrate how strategies may apply in different situations. The guide is designed to help taxpayers including investors, business owners, donors, and retirees identify proactive planning opportunities while remaining compliant.
For businesses in particular, the stakes are high. Strategic decisions made now can influence cash flow, profitability, and long-term enterprise value. AAFCPAs works closely with clients to implement proactive business tax strategies, including structuring decisions, credit optimization, expense management and succession planning. We aim to reduce exposure, preserve wealth, and align tax planning with long-term business goals.
Wealth management and tax planning are inseparable. Every major life change—career shift, inheritance, sale of a property—can have tax implications that may influence your short- and long-term financial plan. AAF Wealth Management integrates tax planning into holistic personal financial planning by treating it as an ongoing, proactive process rather than a once-a-year filing event. Our integrated approach enables real-time collaboration between your wealth advisor and AAFCPAs’ tax professionals, as appropriate, reviewing tax-sensitive opportunities across multiple areas.
Recommendations in this guide are not one-size-fits-all. We welcome the opportunity to discuss how these strategies may apply to you and to support your planning for 2025 and beyond.
Investment advisory services are offered through AAF Wealth Management, a registered investment advisor. Tax services are provided by AAFCPAs. AAF Wealth Management and AAFCPAs are affiliated entities.
0
We use cookies to ensure we give you the best experience on our website. By continuing your visit, you consent to the use of these cookies. See our:
Functional cookies
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
We use cookies to optimize our website and our service.
Functional cookies
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.