Tax Saving Tips

Maximize your savings under Trump's 2025 tax changes

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Maximize Your Savings

Strategic tips to take full advantage of the Big Beautiful Bill Act

Learn how to optimize your tax situation under the new OBBA provisions

1

Itemize vs. Standard

Compare itemized deductions with the new higher standard deduction ($15,750 single, $31,500 joint).

  • • SALT deduction up to $40,000
  • • Mortgage interest
  • • Charitable contributions
2

New Deductions

Take advantage of the new OBBA deductions for tips and overtime.

  • • Tips: Up to $25,000
  • • Overtime: Up to $12,500
  • • Auto loan interest: Up to $10,000
3

Child Tax Credit

Ensure you claim the enhanced Child Tax Credit of $2,200 per child.

  • • Up to $2,200 per child
  • • Fully refundable
  • • Higher income limits
4

Senior Benefits

Seniors get a $6,000 bonus deduction under the OBBA.

  • • $6,000 bonus deduction
  • • Higher standard deduction
  • • Lower tax rates
5

Income Timing

Consider the timing of income and deductions to maximize benefits.

  • • Defer income if possible
  • • Accelerate deductions
  • • Plan for phase-outs
6

Professional Help

Consult with a tax professional for complex situations.

  • • Complex deductions
  • • Business income
  • • Multi-state filing

Key Strategies

For High Earners

  • ✓ Maximize SALT deductions
  • ✓ Consider itemizing
  • ✓ Plan for phase-outs
  • ✓ Optimize timing

For Families

  • ✓ Claim Child Tax Credit
  • ✓ Use standard deduction
  • ✓ Consider new deductions
  • ✓ Plan for education

Calculate Your Optimal Strategy

Use our tax comparison calculator to see how different strategies affect your tax liability under Trump's 2025 tax changes.