Discover how the One Big Beautiful Bill Act (OBBBA) significantly enhanced Qualified Small Business Stock (QSBS) tax benefits, potentially exempting gains of $15 million or more.
If you’re building a successful business with a vision of selling someday, strategic tax planning is essential. Qualified Small Business Stock (QSBS) planning just became even more powerful under the newly enacted One Big Beautiful Bill Act (OBBBA) as of July 2025, potentially exempting gains of $15 million—or more—from taxes upon the sale of your business. Now is the time to leverage these significant enhancements.
The OBBBA brought substantial updates to QSBS regulations, applicable for stock acquired after July 4, 2025. Key changes include:
September 10, 2025 |
Discover how the One Big Beautiful Bill Act (OBBBA) significantly enhanced Qualified Small Business Stock (QSBS) tax benefits, potentially exempting gains of $15 million or ...
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September 3, 2025 | Retirement Planning
Second marriages and blended families create unique IRA and retirement planning challenges. Learn the risks, opportunities, and strategies to safeguard your wealth and family legacy. ...
Learn MoreAugust 18, 2025 | Estate planning
Discover practical strategies to overcome procrastination in estate planning, protect your assets, and secure your family’s future with confidence and clarity. Are you procrastinating on ...
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July 1, 2025 | entity structuring
When it comes to business ownership, entity structuring is often viewed as a matter of liability protection or operational efficiency. However, the right structure can ...
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June 23, 2025 | Estate planning
As families transition into retirement or navigate life post-business sale, the tax implications of their decisions become more complex—and more consequential. Smart tax planning is not about loopholes or short-term tricks; it’s about crafting a lifetime strategy to ...
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May 14, 2025 | business finances
Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal and business finances can help you avoid costly mistakes, save ...
Learn MoreJanuary 6, 2025 |
Planning for retirement can feel overwhelming, especially when juggling financial, health care, and personal milestones. Our comprehensive “2025 Retirement Calendar Checklist” is here to help ...
Learn MoreDecember 9, 2024 |
The OMNI360 Advisors team is committed to keeping our clients informed about significant legal and regulatory developments that may impact their businesses. On December 3, ...
Learn MoreNovember 22, 2024 |
The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude. So, as you gather around the ...
Learn MoreNovember 11, 2024 |
On November 11, we honor the bravery and sacrifice of those who have served America in the armed forces. It is also a time to ...
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Discover how an integrated team of tax, financial, and estate planning professionals can help business owners and families make more coordinated decisions, reduce complexity, and ...
<p>The post What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Why the Best Tax Planning Happens Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
A successful business transition doesn’t happen by chance. Learn how succession planning helps business owners protect their legacy, preserve wealth, and prepare the next generation ...
<p>The post Succession Isn’t Retirement: How Business Owners Can Build a Transition Plan That Protects Their Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
