Free Download:
2025 Return Prep Checklist
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Don't miss a single deduction. Every decision point, deadline, and new opportunity from the One Big Beautiful Bill Act organized into one actionable checklist.
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Download today to Get the 2025 Return Prep Checklist
Inside, You’ll Discover:
✓ Bonus Depreciation is Back: 100% bonus depreciation returned for assets placed in service after 1/19/25. Know exactly which dates and documentation matter.
✓ Bigger Section 179 Limits: The new $2.5M deduction cap and when to use 179 vs. bonus vs. MACRS
✓ 5 Brand New Individual Deductions: No Tax on Tips, No Tax on Overtime, Car Loan Interest, Senior Deduction (65+), and the increased SALT cap. Income limits and documentation requirements for each.
✓ R&D Rules Just Changed: 2025 is a pivot year. Small businesses get retroactive relief while larger businesses follow a different path.
✓ Energy Credits Are Ending: EV credits stop 9/30/25 and home energy credits stop 12/31/25. Verify placed-in-service dates now.
✓ Dr. Jackie Meyer's Expert Notes: Practical tips throughout the checklist showing you where the real savings opportunities are hiding
✓ What's Coming in 2026: Trump Accounts, QBI enhancements, new QSBS rules, and other planning conversations to start having with clients now