The One Big Beautiful Bill Act (OBBBA) has reshaped the tax landscape and ushered in some of the most favorable tax rules in decades with permanent deductions, expanded credits, and enhanced planning tools. Year-end is the best time to take advantage of these opportunities so that you’re positioned for success going into 2026.

LSL Partner, Cheryl Orcutt, CPA and Senior Manager, Scott Roundtree, CPA will walk you through the most important moves you should be considering now—before December 31st—so you can maximize benefits, minimize risks, and prepare for the road ahead.

They’ll cover:

• Capital Expenditures & Depreciation – How to leverage 100% bonus depreciation, Section 179 expensing, and year-end asset placement.
• Energy Credit Rollbacks – Why clean-energy projects need a fresh ROI review.
• High-Net-Worth Moves – Estate/gift exemption planning at $15M/$30M and charitable giving alignment.
• SALT Deduction Implications for Pass-Through Owners – How the expanded $40K SALT cap and PTE tax elections can help reduce federal taxable income through 2029.
• R&D Treatment – The new rules allow immediate expensing or amortization of domestic R&D costs to improve cash flow and support innovation.

Cheryl & Scott will also take questions through a live Q&A.