Finklang shares his insight on how CPAs can navigate the recently passed One Big Beautiful Bill (OBBB).
With 900 pages of legislation, CPAs and advisors will need to screen their clients to figure out which are most affected. In his article, “Navigating the OBBB: Screening Questions CPAs Can Use to Prioritize Advice,” Finklang suggests how to identify those clients and tailored communication strategies to their specific needs.
He also authored a second piece, “Charitable Giving: Strategic Planning Around the OBBB While Supporting Future CPAs,” where he explains how taxpayers can maximize deductions before new limitations take effect in 2026. His recommendations include “grouping” charitable contributions in 2025, leveraging donor-advised funds, and considering private foundations for high-net-worth clients.
“Acting in 2025 allows taxpayers to maximize charitable deductions under OBBB by mitigating the upcoming limitations in 2026 and beyond,” Finklang writes. He also notes that supporting initiatives like MOCPA’s Legacy Endowment Scholarship fund not only offers tax advantages but creates lasting impact on the profession’s future.
Read the full articles in the September/October issue of The Asset to see Finklang’s guidance on how CPAs and their clients can best prepare for OBBB’s sweeping changes.
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