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FAQ

What is the Gift Tax Exclusion?

$19,000 for 2026 per recipient, per donor


What about the Big Beautiful Bill?

On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). This sweeping legislation introduces significant updates across the tax code, impacting how Americans file their taxes in 2025 and for years to come. Some highlights are listed below.

Permanent extension of TCJA provisions


  • Standard deduction: The increased standard deduction introduced by the Tax Cuts and Jobs Act (TCJA) is now permanent. 
  • Lowered tax rates: Individual income tax rate reductions from the TCJA are now solidified. 



SALT cap adjustment

Raised cap: The state and local tax (SALT) deduction cap increases from $10,000 to $40,000 starting in 2025. 

  • Expiration: The cap will revert to $10,000 in 2030.  
  • Annual growth: The cap will receive an annual 1% raise through 2029. 
  • Phaseouts: Begins phasing out for individuals with modified adjusted gross income (MAGI) over $500,000. a description about this item

Deduction for Tip Income

There's a new deduction of up to  $25,000 for tips received by an individual in an occupation which  customarily and regularly receives tips (I can send a list of qualifying  occupations). The deduction is allowed for both employees and  independent contractors. The deduction begins to phase out for AGI above  $150,000 ($300,000 for joint returns). The deduction is allowed through  2028, and is available regardless of whether you itemize or take the  standard deduction. 

Deduction for Car Loan Interest.

There's a new deduction of up to  $10,000 for interest on car loans taken out after 2024 for the purchase  of a new personal use vehicle assembled in the U.S. The deduction is  allowed through 2028 and begins to phase out for AGI above $100,000  ($200,000 for joint returns). The deduction is available regardless of  whether you itemize or take the standard deduction. Pro Tip: To find out  if your vehicle was assembled in the U.S., go to  vpic.nhtsa.dot.gov/decoder/ and put in the vehicle's VIN 

Deduction for Seniors

The OBBBA added a new $6,000 per person  deduction for all individuals who have reached age 65 before the end of  the tax year. This one works like personal exemptions used to before  they were repealed: it doesn't matter whether you itemize your  deductions and you don't have to do anything to claim it other than have  a social security number (and file a joint return, if married). The  senior deduction begins to phase out for AGI above $75,000 ($150,000 for  joint returns). 

How can we pay our balance due?

You can pay your Federal balance due directly on the IRS website @

https://www.irs.gov/payments

You can pay your California balance due @ https://www.ftb.ca.gov/pay/payment-options.html

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