While taxes are inevitable, smart planning can help you keep more of what you earn. With the One Big Beautiful Bill Act (OBBBA) bringing major changes for tax year 2025, now is the time to rethink your strategy.
Our 2025 Tax Planning Guide breaks down the key updates from OBBBA, offers practical tips, and uses real-life examples to make complex rules easier to understand. Download the guide today and get ahead of the curve.
As of Sept. 30, 2025, the IRS moved to digital-only tax refunds and payments, eliminating paper checks with very limited exceptions. It’s important to create your online payment accounts now; it could take weeks to complete setup because of the IRS backlog and identity verification steps.
Check out our blog for deep dives into specific areas of One Big Beautiful Bill Act and their impact on tax planning for individuals and businesses. You’ll also find plenty of other tax planning tips and trends throughout the year.
Our international tax experts have also created resources for understanding how the One Big Beautiful Bill Act is poised to impact international supply chains.
For Spanish-language versions of these articles and more, visit our international blog.
Understanding the ins and outs of federal tax law — including the latest changes under the OBBBA — and determining which steps to take isn’t easy. With our deep knowledge of tax law and our years of experience helping clients like you minimize taxes, we can provide the advice you need. Reach out to a Mowery & Schoenfeld tax advisor today.
If you’re looking to build a smart financial and tax strategy for yourself and your family, we’re here to help. Our wealth management and family office services put us in a unique position to offer clients more comprehensive, personalized tax planning that works to your advantage.
Complete the form or call us at 847-247-8959.
