One Big Beautiful Bill Act (OBBBA) - Personal Financial Planning Strategies for Business Owners and Founders

After months of negotiations, the One Big Beautiful Bill Act (OBBBA) is now the law of the land, and it includes numerous provisions that will have profound tax and financial implications for business owners and founders for many years. Given the vast number of new tax provisions being implemented and current tax provisions being altered, taxpayers have a lot to consider with upcoming investment and business decisions. Here’s a high-level overview of some of the most impactful provisions and potential personal financial planning strategies that owners and founders might want to consider.

Financial Planning Strategies to Enhance Qualified Small Business Stock (QSBS)

QSBS is arguably the most attractive tax strategy available to entrepreneurs in the U.S., and the current environment may be the golden age for QSBS strategies. There are several personal financial planning strategies that can enhance or even multiply the Section 1202 QSBS benefit, which allows for a capital gain exclusion of $10 million or 10 times the investment basis upon a liquidity event.

Entrepreneurs, Most PopularDavid Flores Wilson, CFA, CFP®March 19, 2025NYC financial planning, NYC entrepreneurs, NYC financial advisor, QSBS, QSBS Stacking, QSBS Packing, QSBS financial planning, QSBS wealth management, QSBS NYC planning