Latest / CHUGH - Attorneys & CPAs Podcast
Beyond Deductions: Strategic Tax Planning After OBBBA
We hosted a concise and practical discussion on tax planning after OBBBA, led by Senior Accountant Juhi Khandelwal and Client Services Manager Arianna Gonzalez, MBA. The session focused on the critical shift from maximizing deductions to managing adjusted gross income (AGI), which now drives eligibility for deductions and credits and can expose individuals to additional taxes such as NIIT.
The presenters covered key strategies, including SALT cap considerations and passthrough entity tax elections, AGI reduction techniques, charitable contribution planning ahead of upcoming changes, and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.