Nonprofit
How Nonprofits Can Stay Aligned and Adapt as Conditions Change
Stronger alignment and shorter planning cycles help organizations stay focused on what matters most while adjusting more effectively to changing conditions.
Proactive tax planning is always important, but this year brings new considerations. The One Big Beautiful Bill Act (OBBBA), signed into law July 4, introduced significant changes, many of which take effect in 2025. These provisions may require adjustments to strategies you have used in the past, and they create new opportunities for those who act before year-end.
To help you navigate these changes, AAFCPAs is pleased to share our 2025 Tax Planning Guide. Inside, you will find “What’s new!” highlights of OBBBA provisions along with charts, case studies, and examples that illustrate how strategies may apply in different situations. The guide is designed to help taxpayers including investors, business owners, donors, and retirees identify proactive planning opportunities while remaining compliant.
For businesses in particular, the stakes are high. Strategic decisions made now can influence cash flow, profitability, and long-term enterprise value. AAFCPAs works closely with clients to implement proactive business tax strategies, including structuring decisions, credit optimization, expense management and succession planning. We aim to reduce exposure, preserve wealth, and align tax planning with long-term business goals.
Wealth management and tax planning are inseparable. Every major life change—career shift, inheritance, sale of a property—can have tax implications that may influence your short- and long-term financial plan. AAF Wealth Management integrates tax planning into holistic personal financial planning by treating it as an ongoing, proactive process rather than a once-a-year filing event. Our integrated approach enables real-time collaboration between your wealth advisor and AAFCPAs’ tax professionals, as appropriate, reviewing tax-sensitive opportunities across multiple areas.
Recommendations in this guide are not one-size-fits-all. We welcome the opportunity to discuss how these strategies may apply to you and to support your planning for 2025 and beyond.
Investment advisory services are offered through AAF Wealth Management, a registered investment advisor. Tax services are provided by AAFCPAs. AAF Wealth Management and AAFCPAs are affiliated entities.
