Planning Ahead: How Upcoming Tax Changes Could Impact You

Several major federal and state tax provisions are changing in 2025 and 2026, including estate and gift exemptions, the SALT deduction cap, bonus depreciation, Section 179, charitable deductions, QSBS, and Section 174 rules.

Hear Sensiba’s tax professionals discuss what’s changing, who’s affected, and key planning opportunities for individuals and businesses. You’ll learn how these updates may impact tax liability, timing strategies, entity planning, and year-end decision-making.

Topics include:

• Estate and gift tax exemption increases
• SALT deduction cap and PTE planning
• Bonus depreciation and Section 179
• Charitable deduction changes
• QSBS and Section 174 updates