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Ext. PublicationYear-End Tax Planning
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Tax planning is not only about maximizing tax opportunities, it’s about making smart financial decisions. Weaver’s 2025 Year-End Tax Planning Series highlights actionable insights, important year-end updates and planning opportunities for businesses, individuals and investors alike.
2025 Webinar Series | OBBBA Webinars | Insights & Resources | Our Services
2025 Year-End Tax Planning Series
Individual Provisions and Updates
This session unpacks several individual tax provisions that are now permanent and also covers new deductions we see reshaping estate planning for high-net-worth individuals and families.
Business Provisions and Updates
This on-demand session highlights the most impactful business provisions and explores how these updates create new opportunities and more.
State and Local Tax Updates
This on-demand session unpacks the expanded SALT deduction cap, explores limitations tied to passthrough strategies and examines the broader implications for taxpayers in high-tax states.
OBBBA Webinars
One Big Beautiful Bill Act Webinar Series
Business Provisions in One Big Beautiful Bill Act
The One Big Beautiful Bill Act introduces major revisions for U.S. businesses operating at home and abroad.
Deep Dive: R&D Credits and Fixed Assets
The One Big Beautiful Bill Act delivers major wins for capital-intensive industries — restoring 100% bonus depreciation and permanently restoring the full expensing of Domestic Research and Experimental Expenses (R&E).
Deep Dive: Energy Credits
The One Big Beautiful Bill Act accelerates the phase-out of several key clean energy incentives, disrupting tax strategies that relied on the Inflation Reduction Act.
Individual & Estate Provisions in One Big Beautiful Bill Act
The One Big Beautiful Bill Act makes several individual tax provisions permanent while introducing new deductions and reshaping estate planning for high-net-worth individuals and families.
Deep Dive: State and Local Taxes
The tax landscape has shifted with the One Big Beautiful Bill Act, and with new the legislation comes changes to individual and business provisions, as well as credits and incentives available to business owners.
Insights & Resources
Federal Tax
- Tax Court Clarifies Inclusion of FLP Assets in Estate Tax Calculations
- Management Fee Waivers and Cashless Contributions
- Understanding Taxation and the Treatment of Interest on Convertible Notes
- What Happens if the Tax Cuts and Jobs Act Expires in 2025?
- IRC 1061 and Applicable Partnership Interests: Know the Tax Impacts
- S. Tax Court Rules That Limited Partners Must Pay Self-Employment Tax on Partnership Income
- Proposed Expansion of PL 86-272: What Businesses Need to Know
- Proposed IRC Section 174A Revision Offers Hope for Businesses Impacted by R&E Capitalization Rules
- Understanding the Net Investment Income Tax (NIIT): What Investors Need to Know
- One Bill, Big Impact: What You Need to Know About the New Tax Law
- No Tax on Tips and Overtime Compensation: A Game-Changing Break for Workers in the One Big Beautiful Bill Act
- Is Relying on Tax Preparation Software a Defense Against IRS Penalties? We May Soon Find Out
- Treasury and IRS to End Paper Checks: What Taxpayers Need to Know
- Key OBBBA Changes Affecting 2025 Estimated Tax Payments
- Section 266 Planning for Section 163(j) Limited Clients
Fixed Asset Advisory
- Navigating Tangible Property Regulations and Capital Expenditures
- The Role of Basis Allocation in Enhancing Real Estate Value
- Considerations for Real Estate: Electing Real Property Trade or Business
- The Tax Impact of Dealer vs. Investor Status in Real Estate
- House Bill Expands Depreciation and Production Incentives
- R&E Tax Relief: How the One Big Beautiful Bill Act Impacts Section 174A
- OBBBA Updates to Section 174 and R&D Credit: Key Tax Changes for 2025
- OBBBA Expands Depreciation and Production Incentives
International Tax
- Top Five Impacts of Tariffs on Business Tax Returns and What to Do About It
- How Executives Can Increase Their Bottom Line and Reduce Risk through Strategic Transfer Pricing
- Tariffs, Tax and Trade: Executive Strategies to Bridge the Gap
- States Are Taxing Tariffs: Is Your Business at Risk?
- Staying Ahead in a Shifting Landscape: Tariff Strategy, Tax Reform and Accounting Updates
- A Tale of Two Wins: Tax Court Issues Decision in Facebook Transfer Pricing Case
- 2025 Global Transfer Pricing Updates: OECD Amount B and Important Country Updates
Motor Fuels & Excise Tax
- Off-Highway Fuel Use Credits — Overlooked or Overpaid?
- For the Second Year in a Row, False Claims for Fuel Tax Credits Make the IRS’ Dirty Dozen List
- Off-Highway Fuel Use Credits — IRS Rejects Dual-Use Single Engines While States Take a Mixed View
- Off-Highway Fuel Use Credits — Qualifying a Chassis as Mobile Machinery
- Off-Highway Fuel Use Credits: Qualifying a Vehicle Without a Chassis
- Off-Highway Fuel Use Credits — IRS Offers Stationary Shelter Exception
- Off-Highway Fuel Use Credits — My Vehicle Qualifies … Now What?
Private Client
- Capital Gains Tax Exclusion on Sale of Primary Residence
- Understanding Health Savings Account Contributions and Distributions
- The Augusta Rule: Tax Benefits for Homeowners Renting Their Property
- Maximize Tax Benefits by Using the Short-Term Rental Strategy
- How Limited Must a Limited Partner be to Exclude Self-Employment Tax
- Making SEP-IRAs Work: A Practical Guide for S Corporations
State & Local Tax
- 2025 Louisiana Sales and Use Tax Updates
- State Taxation of Single Member Limited Liability Companies
- State Withholding vs. Composite Filing: What’s the Difference?
- A Practical Guide to Texas Severance Tax Exemptions for Oil & Gas Operators
- Colorado Severance Tax: Filing Requirements for Royalty Owners and Oil and Gas Operators
- Understanding State Tax for EV Charging Stations
- Louisiana and Texas Severance Tax Legislation Changes: What You Need to Know
Tax
- Tax Implications for Selling Oil and Gas Properties
- New Measures Related to Crypto Assets
- Tax News Brief: 2025 First Quarter
- Tax Rules and Digital Assets: What’s Changing
- Tax News Brief: 2025 Second Quarter
- Partner Loans in Real Estate Partnerships: Navigating Accrued Interest and Tax Implications
- How Related Party Transactions and Loans Can Trigger IRS Scrutiny
- General Tax Reporting Requirements for Investment Funds
- Where Capital is Flowing in the Southern California Real Estate Market
- Tax News Brief: 2025 Third Quarter
- Crypto, AI and Tax Disclosure Changes: Preparing for What’s Ahead
Tax Credits & Incentives
- New Guidance for 45Z Clean Fuel Production Credit from the U.S. Treasury and IRS
- Specialty Tax Spotlight – How Recent IRS Litigation Impacts M&A Transactions
- The IRS Strikes Down Another Research Credit Claim
- Is Your Clean Fuel Creditworthy: 5 Key Considerations for 45Z Production Credits
- The Benefits of Direct Pay Permits in Texas’ Oil and Gas Industry
- Unlocking Savings: Expansion of Wyoming Sales & Use Tax Exemptions for Manufacturing
- Revamped QSBS Rules Offer Major Opportunities for Investment Funds under the One Big Beautiful Bill Act
Tax Provision
- Bracing for Change: Preparing for New Tax and Accounting Requirements in 2025
- Accounting Essentials for a Successful Year-End Close
- Accounting for Divorce: Getting C.L.E.A.R. on Your Finances
- Simplifying Business Combinations: A Quick Guide to ASC 805
- Critical Red Flags in Financial Statement Reviews
Tax Services
Our tax team can help you navigate the complex tax landscape with compliance guidance and regulatory updates.