Sweeping Tax Changes in 2025: Is Your Business Ready for the OBBBA?

The One Big Beautiful Bill Act (OBBBA) introduces the most sweeping tax overhaul in a generation. Our advisors will help you uncover savings, avoid pitfalls, and build your plan.

Who Will Be Most Impacted by the OBBBA?

  • Business owners across all industries
  • High-income individuals and families
  • Real estate professionals and developers
  • Executives with equity or deferred compensation
  • Nonprofit and exempt organization leaders

If you rely on tax planning as part of your financial strategy, this legislation will directly affect your bottom line.

Reserve A Tax Strategy Review

Receive clear, personalized insights on how the OBBB may affect your tax position.

Take Action Now to Maximize Savings and Minimize Exposure

Many OBBBA provisions go into effect January 1, 2025. Early planning is essential.
 
Key Provisions at a Glance:

 

  • 100% bonus depreciation permanently restored
  • Immediate expensing of R&D costs
  • New deductions for overtime, tips, and auto loan interest
  • Expanded tax credits for families, seniors, and small businesses
  • Significant estate tax exemption increase in 2026
  • Accelerated phase-out of clean energy tax incentives
  • Expanded HSA eligibility and business interest deductions
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We Provide Our Clients

Proactive & Personalized Planning

We tailor your tax strategy and stay ahead of legislative changes.

Proactive Tax Planning

We keep you ahead of the game with our knowledge of the latest tax laws and incentives.

Peace of Mind

With our help, you can rest assured that you're paying only what you owe, and nothing else.

Trusted Tax Advisors for Over 60 Years

Whittlesey has guided individuals and businesses through every major tax reform in recent history. Our advisory-first approach goes beyond filing to help clients protect their wealth and grow strategically.

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I consult with my Whittlesey partner whenever I am contemplating a strategic change. His advice goes well beyond just the financial or tax consequences. I feel he really looks out for my best interest.

Elisabeth Kandrysawtz

President, The Motorlease Corporation
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We are very satisfied with Whittlesey’s tax and audit services as well as their advisory expertise in technology, R&D tax credits, transfer pricing, and business valuation.

Louise Pockoski

Treasurer, Miyoshi America

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Don’t Wait Until Filing Season. The Time to Plan Is Now.

Every great partnership begins with a conversation. We invite you to connect with us for an introductory call. Let us know how we can assist, and a member of the Whittlesey team will reach out to schedule your call.
Reserve A Tax Strategy Review