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Top 10 Business Tax Breaks (and Hits) in the One Big Beautiful Bill Act

Wealth Management

Number 8860726. The bill raises the per taxpayer gain exclusion from $10 million to $15 million per issuer for QSBS issued on or after July 5, with annual inflation adjustments starting in 2027. The OBBBA also raised the gross asset threshold from $50 million to $75 million, with inflation adjustments beginning in 2027.

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

They can reshape sectors and industries and impact your investment decisions. Let’s dive into some of the key future investment trends and concerns that are already making waves in 2025 and are likely to gain even more momentum in the months ahead. 4 future investment trends and concerns to keep an eye on in 2025 1.

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A Guide to Tax-Efficient Real Estate Investment

Harness Wealth

Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. Net Investment Income Tax (NIIT): A 3.8% Table of Contents Understanding real estate taxes What are the most tax-efficient ownership structures?

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Market Commentary: Stocks Pause on Geopolitical Risk, Fed

Carson Wealth

As anyone who has invested lately knows, things have been quite choppy and frustrating so far in 2025, especially from the February 19 peak to the near-bear market April lows. Even looking beyond 2025, the Fed is now projecting higher inflation in both 2026 and 2027. All indices are unmanaged and may not be invested into directly.

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AMC stock jumps 6% after reporting 29% YoY growth in net profits in Q1

Trade Brains

Industry Outlook India’s wealth management market is on track for significant growth, driven by strong macroeconomic trends and a rising number of high-net-worth individuals (HNIs). lakh by 2027, up from 3.1 Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

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Major Tax Changes: The 2025 One Big Beautiful Bill (OBBB)

Darrow Wealth Management

Increased Per-Taxpayer Gain Exclusion Cap The maximum per-issuer gain exclusion cap increases from $10 million to $15 million (and adjusting for inflation starting in 2027). This article includes a summary of the key areas affecting taxpayers with higher incomes and seniors.¹ Please discuss your situation with a CPA or qualified tax advisor.

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Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year

Carson Wealth

We like to say in the Carson Investment Research team that hope isnt a strategy, but were hoping for some green during the SCR! But when there is an SCR, those numbers jump to 10.4% But when there is an SCR, those numbers jump to 10.4% When Santa doesnt come, those numbers fall to only 5.0% and the index is higher 71.6%