Simplifying the New Tax Rules

The OBBBA introduced more than 30 tax updates for individuals. From enhanced child credits to telehealth deductions, these adjustments can be difficult to navigate without context. That is why the new OBBBA Individual Grid condenses the most important changes into one simple, easy-to-understand reference.

What’s New for 2025

This year’s OBBBA updates cover nearly every type of taxpayer. Here are some of the most valuable changes to watch for:
✅ Standard Deduction and Exemptions: Increased for inflation, reducing overall taxable income for most households.
✅ Family and Education Credits: Expanded credits for children, adoption, dependent care, and qualified education expenses.
✅ Healthcare and Telehealth: New flexibility for Health Savings Accounts and deductions tied to remote healthcare services.
✅ Charitable Contributions: Extended benefits for qualified donations even for non-itemizers.
✅ Savings and Investment Incentives: New programs like 529 education updates, ABLE account improvements, and the Trump Account for long-term savings.

Plan Ahead for 2025 and Beyond

Some of these provisions begin immediately, while others phase in through 2028. Taking time to plan ahead can help you avoid surprises and make the most of these new opportunities.

Review your withholdings and estimated payments early.
Adjust your savings and investment strategies as limits change.
Consult a trusted tax professional to position yourself for future updates.

Why Awareness Pays

The 2025 OBBBA Individual Grid turns hundreds of pages of new legislation into a concise, user-friendly guide for individuals and families. It helps taxpayers make informed decisions about deductions, credits, and planning; all in one clear summary.

At Brothers Tax, we help you translate tax law into actionable steps that protect your income and build long-term financial efficiency.