OBBA

The OBBBA introduced a wide range of tax changes – new deductions, updated credits, and revised student loan rules. It can be hard to know what matters most. The law is highly complex, and specialized software is required to perform calculations.

This quick summary guide breaks down the key updates: Highlights include:

  • Five new below-the-line deductions (no itemizing required), including overtime, tips, car loan interest, seniors 65+, and charitable giving
  • Changes to tax credits and income thresholds
  • A left-to-right layout that makes it easy to see what's changed and where planning might be needed – and more!

View Guide