One Big Beautiful Bill Act: Strategic Checklists

By: Aldrich Advisors

OBBBA Strategic Checklists

The One Big Beautiful Bill Act (OBBBA) brings a wide range of updates to the tax code that could bring significant impacts and opportunities to businesses and their owners. To help leaders navigate these developments, we’ve created a series of practical checklists designed to highlight key considerations and support informed strategic planning.

Find your checklist:

Checklist

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Individuals

Private Company Owners

Small Company Owners (under $10m)

Agriculture + Co-Op Farming

Architecture + Engineering

Construction

Manufacturing

Nonprofits

Real Estate (property owners, developers, and fund managers)

Real Estate | Opportunity Zones

Research and Development

International Tax

Clean Energy Phase Outs for            Non-taxable Entities

Updates Directly to Your Inbox

Aldrich CPAs + Advisors LLP is closely monitoring this legislation and its implications for both private companies and individuals. Sign up for Aldrich Insights below to get the latest updates sent directly to you or visit our Legislative + Regulatory page

The content is subject to change as future regulations and official guidance become available. It does not constitute tax advice and should not be relied upon when making tax decisions or taking tax positions. Readers are encouraged to consult with a qualified tax professional for advice specific to their situation.

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