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.

New York Estate Tax Financial Planning Strategies

Most New Yorkers will never need to worry about federal estate taxes, due in part to the 2025 federal estate tax exemption of $13.99 million per individual - or nearly $28 million for a married couple. However, high-net-worth and some mass affluent families should carefully consider estate planning strategies to address New York State’s estate tax, which applies to estates exceeding $7.16 million and includes several particularly punitive provisions.

How to Approach Selling Stock Compensation in Your Public Company

The effects of psychological barriers and biases on investment decisions are well documented, yet still they often manage to be amplified when dealing with stock positions in an individual’s own company.

The Start-Up Dilemma: How Entrepreneurs Can Thrive in Today's Economic Climate

Launching a business has its challenges, but there are plenty of pros, as well. Check out some of the resources available today for business owners in the current volatile economic environment.