The OBBBA Summary Guidelines are officially available on our website! Whether you're struggling to look it up one by one or you're looking to deepen your understanding about the recent tax provision changes, we got you covered! This resource is designed to support your success.

✅ Clear
✅ Concise
✅ Easy to access

Download your copy today!

https://drive.google.com/file/d/1dNB2cJzQYw4rwNma0QLznkFTIf5YHT9h/view?usp=drive_link

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Heads-Up: AMT Risk Rises in 2026
Thanks to the One Big Beautiful Bill Act (OBBBA), higher-income taxpayers could face bigger AMT bills starting in 2026. Lower phase-out thresholds and faster exemption reductions mean more people may get caught in the AMT net—especially those with capital gains, ISOs, or large SALT deductions. Smart planning now can help you stay ahead.

Source: bradfordtaxinstitute.com/Content/How-the-OBBBA-Impacts-Your-AMT-Risk-Starting-in-2026.aspx

For any questions and clarifications, please feel free to contact us through the given details below.

Big Changes to 1099 Filing Rules! Starting in 2026, the 1099-NEC threshold jumps from $600 to $2,000, reducing paperwork for businesses. Meanwhile, platforms like PayPal only need to file 1099-Ks if users earn over $20K and have 200+ transactions. Some states still require lower thresholds—stay compliant!

Source: bradfordtaxinstitute.com/Content/OBBBA-New-1099-Filing-Rules.aspx

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Big Changes Coming for Charitable Giving in 2026!
New deduction for non-itemizers ✅
New deduction floors for itemizers & corporations ❌
Plan your 2025 donations wisely—give more now, save more later!

Source: bradfordtaxinstitute.com/Content/OBBBA-Charitable-Giving-Shake-Up-Winners-and-Losers.aspx

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Higher SALT Deductions Are Back—But Only If Your Income Cooperates

The OBBBA raises the SALT deduction cap to $40,000 for 2025–2029, but high earners beware: phase-outs kick in at $500K MAGI. Smart planning can help you claim the full benefit.

Source: bradfordtaxinstitute.com/Content/OBBBA-Enhances-Your-SALT-Deductions.aspx

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New for 2025: Seniors 65+ Can Get Up to $6,000 Bonus Tax Deduction — $12,000 for Couples!
Plan smart to maximize savings under the One Big Beautiful Bill Act (OBBBA).

Source: bradfordtaxinstitute.com/Content/OBBBA-Adds-a-Possible-Senior-Tax-Deduction.aspx

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Maximize family tax savings in 2025: How hiring your children under the OBBBA’s increased standard deduction can cut taxes for both your business and your kids.

Source: bradfordtaxinstitute.com/Content/The-OBBBA-Increases-the-Tax-Benefits-of-Employing-Your-Child.aspx

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Thanks to the OBBBA, convert your car to business use and write off up to 100% of its value — no new spending required. Heavy vehicles? Even better.

Source: bradfordtaxinstitute.com/Content/OBBBA-Convert-Personal-Vehicle-to-Business-Deduct-Up-to-100-Percent.aspx

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Avoid the biggest investing mistakes beginners make—like chasing trends, ignoring diversification, and skipping emergency savings. Start smart, stay disciplined, and let time and strategy work for you.

Source: Investing Mistakes Beginners Make and How To Avoid Them | Kiplinger

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Learn how to give money or property tax-efficiently, avoid surprises, and make the most of your annual and lifetime exemptions. Know what’s taxable, what’s not, and how to gift smarter.

Source: bradfordtaxinstitute.com/Content/Understanding-the-Gift-Tax.aspx

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How One Vacation Homeowner Lost $20,000 in Deductions — And How You Can Avoid the Same Mistake

Source: bradfordtaxinstitute.com/Content/Avoid-the-20000-Tax-Mistake-This-Vacation-Homeowner-Made.aspx

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High-income and nearing retirement? A Defined Benefit Plan could supercharge your savings and slash your taxes—if you’re ready to commit.

Source: bradfordtaxinstitute.com/Content/Retire-Better-The-Hidden-Advantages-of-the-Defined-Benefit-Plan.aspx

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