OBBBA Tax Provision Summary Chart 2025 July 16, 2025 | Page 15

INDIVIDUAL / ESTATE

CHANGE PREVIOUS LAW OBBBA CHANGE IMPACT ON YOU / YOUR BUSINESS
Permanent Increase in Estate and Gift Tax Exemption
~$ 13 million exemption( temporary, through 2025)
Exemption permanently increased to $ 15 million( indexed), effective after 2025
Provides greater certainty and flexibility in estate planning, allows for larger tax-free transfers of wealth, and reduces the compliance burden for vast majority of taxpayers.

INTERNATIONAL

CHANGE PREVIOUS LAW OBBBA CHANGE IMPACT ON YOU / YOUR BUSINESS
Permanent Extension of Look- Through Rule for CFCs
Temporary
Made permanent
Simplifies international tax planning for U. S. multinationals
Modification of Foreign Tax Credit Limitation
Stricter allocation of deductions to foreign source income
Certain deductions( ex. interest, R & D) not allocated to foreign source net CFC tested income for FTC purposes
Increases FTCs available to U. S. multinationals, reducing double taxation

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