OBBBA Tax Provision Summary Chart 2025 July 16, 2025 | Page 3

BUSINESS( cont.)

CHANGE PREVIOUS LAW OBBBA CHANGE IMPACT ON YOU / YOUR BUSINESS
Expansion of Qualified Small Business Stock Exclusion
100 % exclusion for stock held 5 + years, $ 10M perissuer limit, $ 50M gross assets
Phased exclusion: 50 % at 3 years, 75 % at 4 years, 100 % at 5 years for new stock; per-issuer limit increased to $ 15M, gross assets to $ 75M, both indexed
Increases attractiveness of equity investment in small businesses and startups
Increase in 1099 Reporting Threshold
$ 600 threshold Increased to $ 2,000, indexed for inflation
Reduces reporting burden for small businesses and contractors
Reinstatement of De Minimis Rules for Third Party Network Transactions
$ 600 threshold
Restores $ 20,000 / 200 transaction threshold
Reduces reporting burden for gig economy and small businesses
Permanent Enhancement of Opportunity Zones
Set to expire
Decennial re-designation, expanded reporting, new rural opportunity funds, extended / modified benefits
Expands and extends tax incentives for investment in distressed areas
1 % Floor on Corporate Charitable Deductions
Corporations could deduct up to 10 % of taxable income for charitable contributions.
Only contributions exceeding 1 % of taxable income are deductible, up to 10 %, with carryforward rules.
Reduces the immediate tax benefit of charitable giving for corporations, especially those with lower taxable income.

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