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Tax Planning

Comparing Tax Law Before and After the OBBBA

Overview

Tax law rarely holds still, and the OBBBA changed enough provisions that it's easy to lose track of exactly what shifted. A side-by-side view of prior law against current law makes it easier to see what actually changed for your situation.

Some of these changes affect withholding and estimated payments right away. Others matter more for longer-term planning, like the AMT exemption or the QBI deduction.

What this checklist covers

  1. 1Standard and itemized deductions
  2. 2Alternative minimum tax
  3. 3Credits and exclusions for children
  4. 4Student loan and education provisions

Common questions

Preview of the Comparing Tax Law Before and After the OBBBA checklist

Keep the full reference beside your return

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Related Resources

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Articles, printable guides, and short videos on this topic. See the full Tax Planning hub.

Sourced from a licensed fpPathfinder reference guide. Specific figures are not reproduced on the page.