The One Big Beautiful Bill Act (OBBBA) introduces multiple changes to the Qualified Opportunity Zone program, which will benefit investors and those living in Qualified Opportunity Zones. What are Qualified…
Section 1202 – Gain Exclusion for Qualified Small Business Stock Investment
The One Big Beautiful Bill Act (OBBBA) substantially boosts the already significant tax break provided to qualified small business stock (QSBS) investors covered in Section 1202. Section 1202 allows investors…
Unlocking Opportunities for Domestic Manufacturers
The One Big Beautiful Bill Act (OBBBA) introduces a transformative opportunity for domestic manufacturers by establishing a new category of real estate investments known as Qualified Production Property (QPP), which…
Key Changes to 529 Accounts
The recently passed One Big Beautiful Bill Act (OBBBA), along with the SECURE Act 2.0 of 2022, expands the utilization requirements of 529 plans. These new rules provide meaningful tax-saving…
State and Local Tax Planning Opportunities
Now that the One Big Beautiful Bill Act (OBBBA) is law, you have several opportunities to review your state and local tax (SALT) plans with your advisor and make adjustments…
