Webinar – One Big, Beautiful Bill Act: What It Means for You
Sweeping changes are coming to the U.S. tax landscape. Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduces major updates that will impact both businesses and individuals—ranging from the permanence of key tax credits to expanded deductions and new compliance requirements.
Join Mercadien’s team of tax experts for an actionable, in-depth webinar that will help you navigate and plan for these changes. Whether you are a business owner, CFO, or an individual managing household finances, this session will provide the strategic insights you need to optimize your tax position for 2025 and beyond.
Key Topics We’ll Cover:
- Business Tax Provisions
- Permanent QBI Deduction: Section 199A enhancements and new thresholds
- R&E Expensing: Immediate and retroactive opportunities for refund claims
- Bonus Depreciation & Section 179: Increased expensing limits for capital investments
- Qualified Small Business Stock (QSBS): New exclusions and asset limits
- Interest Expense (Sec. 163(j)): EBITDA basis returns
- International Provisions: Updates to FDII/GILTI
- Charitable Deductions & Reporting: Corporate giving limits and 1099 changes
- SALT Workarounds: Latest on pass-through entity taxes
- Individual Taxpayer Provisions
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- Standard Deduction & Personal Exemptions: Higher deductions, senior credits
- SALT Deduction Cap: Increased flexibility for high-tax states
- Child Tax Credit & Charitable Deductions: Expanded and indexed benefits
- Estate & Gift Tax: Significantly higher exemptions
- New Deductions: Auto loan interest, tips, overtime
- AMT Updates, 529 Plans, and “Trump Accounts”: What’s new and how to plan
Schedule:
12:00 – 12:35 PM – Business Provisions
12:35 – 1:10 PM – Individual Provisions
1:10 – 1:30 PM – Live Q&A with Mercadien’s Tax Experts
Presented by:
Stephanie Toplinski, MAcc, EA, Director, Private Company Services Group
Caitlin Kolczynski, MST, CFP®, EA, Director, Individual & Family Office Services Group
Victoria Yearicks, EA, Manager, Individual & Family Office Services Group
Matthew Mullins, CPA, Manager, Private Company Services Group
If you have any questions about this event or would like more information, please contact us at [email protected] or 609-689-9700.
DISCLAIMER: This advisory resource is for general information purposes only. It does not constitute business or tax advice and may not be used and relied upon as a substitute for business or tax advice regarding a specific issue or problem. Advice should be obtained from a qualified accountant, tax practitioner or attorney licensed to practice in the jurisdiction where that advice is sought.