
Notable News in Tax & Finance
Talking Tax

2025 OB3 Update 3
As your trusted tax advisors, we’ll walk you through the latest tax updates in plain language, share real-world examples, and give you strategies you can use today. From hospitality, service workers, and beyond, we'll help you understand this new tax benefit, and how best to make informed financial decisions.
You’ll learn:
• Who qualifies for the new deduction and when it applies.
• How it affects federal and California state returns.
• The steps to take before year-end to reduce your tax bill.
• How to keep great records to maximize your benefit.

2025 OB3 Update 2
Worried about how the new Senior Deduction could affect your Social Security taxes? We’re breaking down what’s changing in 2025 — and how you can keep more of your hard-earned retirement income.

2025 OB3 Update 1
If you're considering solar power or backup battery systems, now is the time to act, as installations must be completed by December 31st, 2025, to qualify for the 30% federal tax credit. Additionally, qualified electric vehicle tax credits will expire for vehicles delivered after September 30th, 2025. New for 2025, an Auto Loan Interest Deduction for qualified vehicles purchased from January 1, 2025.