We hosted a concise and practical discussion on tax planning after OBBBA, led by Senior Accountant Juhi Khandelwal and Client Services Manager Arianna Gonzalez, MBA. The session focused on the critical shift from maximizing deductions to managing adjusted gross income (AGI), which now drives eligibility for deductions and credits and can expose individuals to additional taxes such as NIIT.

The presenters covered key strategies, including SALT cap considerations and passthrough entity tax elections, AGI reduction techniques, charitable contribution planning ahead of upcoming changes, and opportunities related to retirement distributions, capital gains, and business deductions. Attendees gained actionable insights to optimize tax outcomes and approach filing season as a strategic planning opportunity rather than just compliance.