New updates to the Advanced Manufacturing Production Credit (Section 45X) could impact your eligibility, supply chain strategy, and tax planning. Learn how OBBBA changes credit phaseouts, foreign entity rules, and transferability.

Retirement today is about more than just money—it’s about living with purpose and enjoying the freedom you’ve earned. From smart IRA choices to tax-efficient income strategies, your plan should support the life you want.

Social Security rules have changed, and your timing and tax decisions matter more than ever. Learn how to maximize your benefits, avoid tax traps, and understand the impact of the Social Security Fairness Act on your retirement income. Read my latest blog to learn when to apply for Social Security, how income thresholds impact taxes, and strategies to keep more of your benefits. Get the facts you need to make confident decisions and avoid costly mistakes.

Bonus depreciation is set to drop to 40% in 2025 and 20% in 2026. A bill that would restore the full 100% deduction has already passed the House and is now under review in the Senate, leaving manufacturers uncertain. Planning now could make a big difference in your 2025 tax outcome.