The OBBBA Individual Tax Changes Grid for Your Desktop

The One Big Beautiful Bill Act (OBBBA) has transformed the U.S tax code for individual taxpayer.

The new law has something that could impact your tax bill for individual taxpayers, whether you are a student, homeowner, parent, retiree or gig worker.

The OBBBA Individual Grid, comprising five pages, is an easy-to-read chart that filters more than 30 individual tax provisions into a side-by-side comparison before and after the new law.

Learn why it is a must-have on your desktop.

1. Tax Simplification that makes sense

The tax code is complex, but your reference guide is not.

The OBBBA Grid offers clear summaries of what changed for this year (2025), what is staying and what is changing in 2026 and later. No legal terms. No lengthy paragraphs. Just plain English tax clarity.

2. Find your tax breaks in seconds

Want to know if your child’s tax credit is going up? Curious about new deductions for overtime and tips? Unsure how your car loan interest or student debt forgiveness will be treated? The answers are all here.

The grid includes key changes to

Standard deductions and personal exemptions.
Credits for children, caregivers, adoptions and education.
Health savings accounts and telehealth rules.
Charitable giving (both itemized and non-itemized); and
529 plans, ABLE accounts, and even the new Trump account.
And more…

3. Be Ready Now in 2025- and Beyond

Some provisions kick in as early as January 2025, while others phase in through 2028. This grid keeps you ahead of the curve with dates clearly marked, so you are not caught off guard by a suddenly expiring credit or a new deduction you could have used.

4. Smart Planning Starts with Better Awareness

Tax planning doesn’t begin in April- it starts today. With this grid, you can

Talk to your tax advisor armed with specifics.
Adjust withholdings, investment, or spending now.
Maximize upcoming deductions and avoid costly surprises.

5. This Five-Pager Puts You in Control

The tax section of the OBBBA is 330 pages, and most of that is not new law – it’s changes to thousands of pages of tax law.

The OBBBA individual grid is a fast, functional reference tool you can open in a second, scan in a minute, and use all year long. Use the OBBBA individual grid as your go-to cheat sheet.

Download it, Desktop it. Use it. Click this link to download the PDF.

BergerCPAFirst, with over 30+ years of experience, offers comprehensive tax preparation services for individuals and businesses nationwide. Our commitment is to provide personalized attention while ensuring compliance and maximizing tax benefits. If you have any questions or would like to schedule a consultation, please call (201) 587-9200 or send us an inquiry.