2025 Year-end Tax Planning Guide
The passage of the One Big Beautiful Bill Act (OBBB) in July ushered in many tax-related updates for businesses and individuals in 2025 and beyond. We have compiled a list of the changes and corresponding actions taxpayers can take, which may help optimize their position.
Yeo & Yeo’s 2025 Year-end Tax Planning Guide provides action items that may help you save tax dollars if you act before year-end. These are just some of the steps that can be taken to save taxes. Not all actions may apply in your particular situation, but you or a family member can likely benefit from many of them.
Next steps
After reviewing the Year-end Tax Guide, reach out to your Yeo & Yeo tax advisor, who can help narrow down the specific actions you can take and tailor a tax plan unique to your current personal and business situation.
Together we can:
- Identify tax strategies and advise you on which tax-saving moves to make.
- Evaluate tax planning scenarios.
- Prepare for the upcoming year.
We will continue to monitor tax changes and share information as it becomes available. Visit our Tax Resource Center for the latest tax insights and useful links.
