Resources

OBBBA Tax Changes Hub for 2025-2026 Planning

A resource hub for tracking tax-law changes that affect founder planning, R&D expensing, estate assumptions, credits, and complex compliance review.

Tax operating map connecting strategy, compliance, credits, controversy, international tax, risk, and advisor lanes

Resources

Tax operating map

MMVFO turns disconnected tax, filing, controversy, international, risk, and advisor inputs into one operating view.

Planning monitor

Track topics that require six-month review or update upon new IRS/Treasury guidance.

R&D and Section 174A

Coordinate law changes with R&D credit, deduction, and return integration pages.

Authority-cited updates

Maintain current IRS, Treasury, and legislative sources so planning conversations reflect the latest verified guidance.

Scope and professional boundaries

FAQs

Before year-end planning, filing decisions, transactions, amended returns, or tax positions that could be affected by new guidance.
At least every six months or when new IRS/Treasury guidance is released.

Request a Private Tax Strategy Diagnostic

If your tax, entity, investment, estate, insurance, or reporting picture has become too complex for one advisor to see clearly, MMVFO can help map the moving parts.

Request Diagnostic

Reviewed by Joshua V. Azran, CPA/ABV/CFF, CMA, CGMA, CFE and Lorenzo Abbatiello, CPA | Last updated