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  • The nestology® process
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren H. Michelotti
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
  • Get Started
  • Client Logins
    • AccountView
    • SmartVault Login

Tag Archive

Below you'll find a list of all posts that have been tagged as “tax tips”

tax tips and planning Chandler Arizona

2025 Tax Filing: The Overlooked Gems in the “One Big Beautiful Bill”

If you feel like the tax code just did a collective pivot, you are not wrong.  With the passage of the One Big Beautiful Bill (OBBB) and new layers of SECURE 2.0 taking effect, the 2025 tax year is more than just an inflation adjustment. It is a major shift in strategy. While most people focus on the headlines, the …

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big beautiful billdeductionsTax Planningtax tipstaxes

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