Commentary – Second Quarter 2025
June 12, 2025Commentary – Fourth Quarter 2025
November 23, 2025Commentary – Second Quarter 2025
June 12, 2025Commentary – Fourth Quarter 2025
November 23, 2025
MARKET UPDATE
OBBBA raises the cap to $40K.
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The newly passed OBBBA temporarily raises the State and Local Tax (SALT) deduction cap to $40,000 through 2029—especially impactful for high earners in high-tax states.
Key strategic planning points:
• Deduction phaseouts begin at $500K MAGI
• PTET elections and non-grantor trusts remain critical tools
• Charitable timing and state prepayments could amplify impact
If your income and residency place you within range, this expansion offers a limited-time window to optimize your deductions and manage your effective tax rate.
We’re modeling scenarios for clients now—let us know if you’d like to explore your options.
Want to uncover the complete picture of how the market might unfold? Our exclusive newsletter delves into more than just current trends.
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Our in-depth market outlook: Uncover the forces shaping the coming months and their potential impact on your portfolio.
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Actionable insights: Gain tailored guidance to navigate challenges and capitalize on potential upsides.
Simply connect with us at info@eamoncap.com and take control of your financial future.
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