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
Download
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.