The cap on tax-free gains from selling stock in a qualifying business just went from $10 million to $15 million. You can also get partial tax breaks on stock held less than 5 years.
Why it matters: If you're planning a sale, restructuring, or issuing stock to employees or investors, this could save you millions in taxes.
You can now deduct 100% of qualifying R&D and equipment costs in the same year you spend it, instead of spreading it over multiple years.
Why it matters: Improves cash flow, reduces tax bills, and makes your books look better for lenders and investors.
The bill includes $150 million in federal AI funding—mainly for energy and national labs. But it removes national oversight, meaning each state sets its own rules for AI compliance.
Why it matters: If you operate across state lines with AI tools, prepare for a messy regulatory landscape.
Credits for electric vehicles (EVs), solar, wind, and hydrogen are being phased out sooner than expected.
Why it matters: Clean tech businesses need to reassess ROI and timelines now.
The bill adds new funding and tax perks for:
Why it matters: If you’re in or near one of these sectors, funding and incentives just got better.
| If you're | Then consider |
|---|---|
| Selling or raising capital | Check QSBS eligibility |
| Planning big spending | Move R&D or equipment purchases into 2025 |
| Relying on clean tech credits | Update your ROI forecasts |
| In defense, biotech, or manufacturing | Explore new funding and incentives |
At CFO Network, we help small and mid sized business owners navigate complex legislation like this—not just to stay compliant, but to make smarter financial decisions.
Need help evaluating how this bill affects your business?
We’re offering a free strategy call to help you assess opportunities, tax planning strategies, or investment timing based on the OBBBA.
Schedule a 30-minute review call with a CFO advisor → click the button below!
CFO Network in North Little Rock, Arkansas, has been serving businesses and organizations of all sizes since 2004. Contact us today, and let’s start a conversation about how we can start saving you money, give you more time, and deliver CFO level service at an affordable price.
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