Nathan Sosa, an expert at Hall CPA, PLLC, shares his insights on the freshly passed 'Big Beautiful Bill.' He discusses the return of 100% bonus depreciation and expanded SALT caps, highlighting their impact on real estate investors. Key updates on QBI deductions and Section 179 expensing are also covered, alongside strategies for utilizing Qualified Opportunity Zones by 2027. Sosa emphasizes proactive planning before 2025 to maximize tax benefits, ensuring that investors are well-prepared to take advantage of these significant law changes.
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insights INSIGHT
Bill Makes 2017 Changes Permanent
The "Big Beautiful Bill" mainly makes permanent the 2017 tax law provisions.
There are few major new changes; it stabilizes current tax rules for future planning.
volunteer_activism ADVICE
Plan for SALT Cap Boost
Take advantage of the SALT cap increase to $40,000 if your income is $500,000 or less.
Plan for the five-year phase-out and be mindful if earning above $500,000.
insights INSIGHT
100% Bonus Depreciation Permanent
100% bonus depreciation is now permanent without sunsets or phase-downs.
The new law requires both acquisition and placed-in-service after Jan 2025 to qualify.
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In this week’s episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down everything real estate investors and business owners need to know about the now-official “Big Beautiful Bill”, the sweeping tax package that just became law.
Key topics covered:
- 100% bonus depreciation is back and permanent: who qualifies and when it starts
- QBI updates: simplified rules, new thresholds, and small business wins
- SALT cap expansion (finally!) and what the five-year phase-in means for planning
- Section 179 expensing: higher limits and how it benefits STRs and commercial assets
- Qualified Opportunity Zones get renewed: what’s changing in 2027
- And more!
Plus, we highlight the planning window left in 2025, how to take action before year-end, and why this bill sets the stage for strategic investing and long-term tax savings.
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