As 2025 winds down, even the busiest CEOs and business leaders have a golden opportunity to pause and sharpen their financial edge before the year closes. With game-changing updates from the One Big Beautiful Bill Act (OBBBA), shifting tariff rules, and fresh chances to claim valuable deductions and credits, now’s the time to connect with your tax advisor and make smart, proactive moves.

Here are some important updates to consider:

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Your 2026 To-Do List for Exit Planning As a business owner, you have worked tirelessly to build your company into your largest financial asset. However, it is important to start thinking about the future.  Perhaps the sale of your company is something you’ve flirted with but you don’t have all the answers, steps, and strategies…

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