2025 Tax Law - What Changed & Planning Moves to Consider

David Talley • August 6, 2025

2025 Tax Law - What Changed & Planning Moves to Consider

A quick-reference guide for households and business owners who want to stay ahead of the tax curve.

Congress made big changes in 2025—and this two-minute briefing breaks them down simply. Learn how permanent lower brackets, a boosted SALT deduction, and business-friendly write-offs could impact your strategy. Whether you're a pre-retiree, high-income professional, or entrepreneur, this guide highlights what changed and how to plan around it.


What’s inside:

  • The 10 most important tax changes (in plain English)
  • Key planning tips for Roth conversions, charitable giving, and equipment write-offs
  • Links to tailored guides based on your life stage or income type

Don’t tip Uncle Sam more than the law requires. Use this guide to find the 2–3 planning moves that fit your situation—and get a head start on 2025 strategy.

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