🧮 It's Done: House Passes the "Big Beautiful Bill"



@baldridgecpa

ISSUE 41


FINAL: House Passes Bill 216-213

It's Done. Here's What Actually Made It Through.

After months of rumors and "sources close to negotiations," we finally have the real deal. After the Senate's dramatic 51-50 vote earlier this week (with VP Vance breaking the tie), the House just delivered the final version 216-213. President Trump signs tomorrow (July 4th at 5pm ET).

For those who read my Senate analysis, here's what changed - and what stayed the same:


THE WINNERS: WHAT BOTH CHAMBERS AGREED ON

PERMANENT 100% Bonus Depreciation

FINAL: Buy equipment, write it off completely in year one. Forever.

  • Effective for property acquired after January 19, 2025
  • No phase-outs, no sunsets
  • Senate vs House: Both wanted this permanent - no changes

This is the game-changer. Equipment purchases are now fully deductible immediately, giving you massive cash flow benefits and planning certainty. For businesses sitting on capex decisions, this removes the guesswork.

Domestic R&D Expensing

FINAL: Immediate expensing for domestic R&D, 15-year amortization for foreign

  • America-first approach won
  • Effective for amounts paid or incurred in taxable years beginning after December 31, 2024
  • Senate vs House: Both agreed on the domestic/foreign split

If you're conducting R&D, the message is clear: keep it stateside for the tax benefits. The documentation requirements are worth it for the immediate write-off.

Business Interest Back to EBITDA

FINAL: Depreciation and amortization don't count against interest limits

  • Effective for taxable years beginning after December 31, 2024
  • Senate vs House: No disagreement here

Big win for leveraged businesses. You can deduct more interest and still acquire assets. This especially benefits real estate and manufacturing industries.

Administrative Relief: 1099 Reporting Fixed

FINAL: Threshold jumps from $600 to $2,000

  • Effective for payments after December 31, 2025
  • Inflation-adjusted going forward
  • Senate vs House: Both agreed this was ridiculous and needed fixing

Massive paperwork reduction for small businesses. No more tracking every $600+ vendor. Businesses spend countless hours on 1099 compliance - this fixes a genuine pain point.


WHERE THE HOUSE WON NEGOTIATIONS

QBI Deduction: House Approach Prevailed

FINAL: 20% rate, permanent, with better thresholds

  • Phase-out starts at $75k/$150k (up from $50k/$100k)
  • New $400 minimum deduction for active businesses with $1,000+ income
  • Effective for taxable years beginning after December 31, 2025

What Changed: Senate wanted to keep it at 20%, House wanted 23%. They settled on 20% but with the enhanced thresholds both chambers supported.

SALT Cap: House Got Their Way

SENATE VERSION: Kept the $10,000 cap as a "placeholder"

HOUSE FINAL:

  • 2025: $40,000 cap for calendar year 2025
  • 2026: $40,400 cap
  • 2027-2029: Annual 1% increases
  • Income limits: 30% reduction for modified AGI over $500k ($250k married filing separately)
  • 2030: Back to $10,000

What This Means: Rep. Mike Lawler (R-NY) threatened to vote NO if the Senate's $10k cap stood. The House delivered meaningful relief for high-tax state business owners - but it's temporary.

Estate Tax: House Expanded It

SENATE VERSION: Preserved current exemption levels

HOUSE FINAL: $15 million exemption (up from current $13.61 million)

Impact: Most family businesses won't face estate tax, with better planning certainty. For those with succession plans, this provides breathing room.


PERSONAL TAX WINS: BEYOND BUSINESS

While the business provisions get most of the attention, there are some meaningful personal tax changes too:

Permanent Tax Rates

FINAL: The individual tax rates from 2017 are now permanent

  • No more sunset dates or uncertainty about rate brackets
  • Standard deduction increases made permanent ($23,625 married/$15,750 single)
  • Effective for taxable years beginning after December 31, 2024
  • What This Means: Long-term financial planning just got easier

Child Tax Credit Enhanced

FINAL: Increased to $2,200 per child (from $2,000), permanent

  • No more sunset uncertainty
  • Effective for taxable years beginning after December 31, 2024
  • What This Means: More tax relief for business owner families

Tips Deduction

FINAL: Up to $25,000 deduction for qualifying tip income

  • Income limits: Phases out above $150k ($300k joint)
  • Expires December 31, 2028
  • Who Benefits: Service industry workers, but also business owners who receive tips in their operations

THE DEBT REALITY

SENATE VERSION: $5 trillion debt ceiling increase
HOUSE FINAL: Settled on the Senate's $5 trillion

CBO Impact: Still adding $3.3 trillion to deficits over 10 years, approximately $3.9 trillion with interest.


What Should You Do Now?

  1. Equipment Purchases: START PLANNING NOW Permanent bonus depreciation means every equipment purchase after January 19, 2025 gets full immediate expensing. The uncertainty is over.
  2. R&D Documentation: Review all domestic R&D activities. The immediate expensing applies to amounts paid or incurred in taxable years beginning after December 31, 2024.
  3. SALT Planning: You get relief through 2029, but plan for the reversion to $10k in 2030. Use these five years wisely.
  4. 1099 System Updates: Prepare for the $2,000 threshold starting in 2026. Update your accounting systems.
  5. Entity Structure Review: Permanent QBI with higher thresholds might change your optimal structure.

Bottom Line

The House basically got their way on the provisions that matter most to business owners - SALT relief and enhanced estate tax exemptions. The Senate's deficit concerns didn't win the day.

After months of uncertainty, businesses finally get real tax certainty. The core provisions - permanent bonus depreciation and QBI deduction - create a foundation for long-term planning strategies.

This is the most significant business tax legislation since 2017. Time to start planning differently.

Key Dates:

  • Tomorrow 5pm ET: Trump signs
  • January 19, 2025: Bonus depreciation effective
  • January 1, 2025: Business interest and R&D provisions kick in
  • Calendar Year 2025: SALT cap changes effective
  • January 1, 2026: QBI and 1099 threshold changes effective

Start planning. This is as good as it's going to get for a while.


Mitchell Baldridge, CPA, CFP®

P.S. - We're still adding $3.3 trillion to the deficit, but at least your equipment purchases will be immediately deductible. Your grandkids can foot the bill.



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Mitchell Baldridge - America’s Accountant

I work with hundreds of high net worth business owners and real estate investors and spend all my time thinking about how they can give less money to Uncle Sam

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