As the year comes to a close, I want to take a moment to wish you and your family a healthy, successful, and peaceful New Year.
This time of year naturally invites reflection — what worked, what didn’t, and what you want more of moving forward. Progress doesn’t require perfection; it starts with clarity and intention.
This year saw one of the most significant tax-planning legislative milestones in decades. The One Big Beautiful Bill Act, signed on July 4, 2025. This bill made many Tax Cuts and Jobs Act provisions permanent. With higher key deductions, such as the expanded SALT cap, larger standard deductions, and the continuation of lower tax brackets, the landscape has shifted in favor of proactive planners. At the same time, new credits and income thresholds are changing how individuals and businesses should approach their tax strategy. The result is more opportunity — but only for those who plan intentionally.
New Rules = New Opportunities
These changes provide long-term certainty for tax rates, higher thresholds for itemized deductions. The opportunity for smart tax planning around credits and income thresholds has never been greater. With the right year-end decisions, taxpayers and business owners still have meaningful control over their outcome. Working with a strategist now helps ensure these opportunities are captured before filing in 2026.
If you’re not completely satisfied with your current financial situation — now is the right moment to pause and reassess. A short planning conversation with a qualified strategist can often uncover options you didn’t realize were available.
Many people assume their outcome is fixed. When in reality the tax code offers flexibility for those who plan ahead instead of reacting.
Time For A New Beginning
If you still need to make some “moves” before the end of the year… I recently wrote an article about how to take advantage of this. There may still be time to execute on some of the ideas. You can fin it >> HERE <<.
As we step into the new year, I’d like to remind you of one thing. You are far more in control than you think. Small, thoughtful decisions made early tend to compound into meaningful results over time. Here’s to a new year built on clarity, confidence, and smarter planning. Just in case you do not have a great Tax Strategist — set up a meeting with ME. Let’s see how much we can save you in 2026.
Welcome to the New Age of Accounting. Let’s begin.
P.S. If you found this article helpful, you’ll love my new book S-Corp Mastery: How Smart Business Owners Maximize Tax Savings & Build a Lasting Legacy. It’s now live and available in a sleek, easy-to-read PDF version. Grab your copy here.
Chris is the Managing Partner at Weston Tax Associates, a best-selling author, and a renowned tax strategist. With over 20 years of expertise in tax and corporate finance, he simplifies complex tax concepts into actionable strategies that drive business growth. Originally from Sweden, he now lives in Florida with his wife and two sons.
