2025 Year-End Tax Planning GuidesIndividuals & Businesses

12/4/2025 - By Celia Nofsinger

As 2025 comes to a close, both businesses and individual taxpayers are navigating a fast-changing tax landscape shaped by major legislative shifts, including the One Big Beautiful Bill Act (OBBBA), moderating inflation, and recent Federal Reserve rate cuts. These developments present important planning considerations as taxpayers look for ways to manage cash flow, reduce liabilities, and prepare for upcoming changes in 2026.

These year-end guides outline the most pressing tax issues for businesses and individuals, highlighting key federal tax developments and offering actionable strategies for reducing, deferring, or accelerating tax obligations. While the insights presented reflect enacted laws and policies as of the publication date, tax rules continue to evolve, and additional developments may arise.

Because each situation is unique, no guide can account for every scenario. To ensure informed financial decision-making and to maximize available planning opportunities, businesses and individuals should consult a trusted advisor to address their specific goals and circumstances.

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If you have any questions about your year-end strategy. Contact our tax team to review your business or personal tax situation and uncover opportunities before 2025 closes.

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