If you’re a tax pro and haven’t yet run a client campaign around the One Big Beautiful Bill Act (OBBBA), it’s officially time.
This is more than a tax bill. This is a gift-wrapped content calendar handed straight to your desk by Washington, D.C.—complete with real-time questions from real clients, all begging for clear answers, planning sessions, and step-by-step strategies.
And if you’ve got MAX, this just got even easier.
Below, we’ll walk through the biggest OBBBA changes—and for each one, we’ve included:
✅ What changed
✅ How to explain it simply
✅ Ready-to-go promo angles
✅ AI prompt starters for MAX
Your next 90 days of marketing just wrote itself. Let’s go.
🧩 Individual Tax Rates: The Brackets Stay Beautiful
What changed:
The lower tax brackets introduced under TCJA are extended indefinitely. The 39.6% bracket remains sidelined for now.
How to explain it:
“Good news: Your 2026 tax bill probably won’t jump the way we feared. The reduced rates are sticking around.”
MAX prompt starter:
Write a 300-word blog post for my firm’s Gen X clients about how OBBBA extended the TCJA tax brackets and what it means for planning.
Campaign idea:
🎯 Webinar: “What OBBBA Means for Your 2025 and 2026 Return”
📧 Email subject: “Breaking: Tax Brackets Stay Low—Here’s What That Means for You”
📲 Social hook: “TCJA was supposed to end. OBBBA just gave it new life.”
📉 Standard Deduction: Getting a Bigger Bump
What changed:
The standard deduction is not only extended—it’s being adjusted with a more generous inflation base, which could significantly increase 2025 deductions.
How to explain it:
“You may be getting a bigger standard deduction than expected in 2025—this affects whether you itemize or not.”
MAX prompt starter:
Create a short newsletter blurb explaining how the OBBBA changes standard deduction math and who benefits most.
Campaign idea:
📝 Blog: “How OBBBA Quietly Boosted Your Deduction”
📧 Email subject: “New Math = Bigger Deductions in 2025?”
📲 Instagram carousel: “Standard Deduction: Then vs. Now vs. Next”
👵 Senior Tax Deduction: $6K Per Person, But With Limits
What changed:
Seniors aged 65+ with MAGI below $75K ($150K MFJ) can deduct an additional $6,000 per qualifying person.
How to explain it:
“If you’re 65+ and under the income threshold, you just scored a $6K+ tax deduction.”
MAX prompt starter:
Draft a Facebook post to educate retirees on the new $6,000 senior deduction under OBBBA.
Campaign idea:
🎯 Senior Campaign: “Smart Tax Moves for 65+ Clients”
📧 Email subject: “Are You 65+? This Deduction Just Became Law”
📲 Social hook: “Retirement just got $6K less taxing.”
👶 Child Tax Credit: Now $2,200 + Indexed for Inflation
What changed:
The Child Tax Credit increases from $2,000 to $2,200 per child, with indexing beginning in 2026.
How to explain it:
“If you’ve got kids, your tax credit just got a boost—and it’ll keep growing over time.”
MAX prompt starter:
Create a short LinkedIn post about how the updated child tax credit helps working families under OBBBA.
Campaign idea:
📝 Blog: “What Parents Need to Know About OBBBA’s Child Tax Credit”
📧 Email subject: “The CTC Just Went Up—Here’s What That Means for You”
📲 Instagram: “Parents: You Just Got a Raise (From the IRS)”
🧾 QBI Deduction + New Minimums: Big Win for Small Biz
What changed:
QBI deduction thresholds increased + a new $400 minimum QBI deduction for small biz owners earning $1,000+ in active income.
How to explain it:
“Even if you barely qualify, you now get a guaranteed QBI deduction.”
MAX prompt starter:
Write a blog post for freelancers explaining the new minimum QBI deduction and what income qualifies.
Campaign idea:
🎯 Niche Campaign: “QBI 2.0 for Freelancers, Realtors & Consultants”
📧 Email subject: “A New $400 Deduction for the Smallest Biz Owners”
📲 Social hook: “Even small businesses get a big tax break.”
⚰️ Estate and Gift Exemption: Up to $30M for Couples
What changed:
The lifetime gift/estate tax exemption is now $15M per person ($30M for couples), starting in 2026.
How to explain it:
“If you’re planning to pass on a significant estate, you now have more room to do it—tax-free.”
MAX prompt starter:
Write an email campaign for high net worth clients about the permanent $30M estate exemption.
Campaign idea:
📝 Blog: “What the Wealthy Need to Know About OBBBA’s Estate Changes”
📧 Email subject: “Estate Taxes: Your $30M Window Opens in 2026”
📲 LinkedIn post: “High net worth? Estate planning just got real.”
🍟 No Tax on Tips & Overtime (Yes, Really)
What changed:
New deductions:
- Tips (up to $25K, if not from a specified service trade)
- Overtime pay differential (up to $12.5K / $25K MFJ)
How to explain it:
“This could be huge for service workers and shift employees—certain tips and overtime are now tax-deductible.”
MAX prompt starter:
Draft a TikTok script for restaurant workers explaining how OBBBA’s new tip deduction works.
Campaign idea:
🎯 Niche: “Service Workers Tax Campaign”
📧 Email subject: “You Can Now Deduct Your Tips + Overtime Pay”
📲 Reels or Shorts: “Servers, bartenders, nurses, cops—your next deduction is here.”
🚗 Car Loan Interest: Temporary But Tangible
What changed:
Interest on qualifying vehicle loans deductible 2025–2028, with MAGI phaseouts.
How to explain it:
“If you bought a U.S.-assembled car and meet the income limits, your loan interest might be deductible.”
MAX prompt starter:
Write a tweet (X post) summarizing the new car loan interest deduction under OBBBA.
Campaign idea:
📝 Blog: “Can You Deduct That New Truck? Here’s How.”
📧 Email subject: “Car Loan? You Might Deduct the Interest (2025–2028)”
📲 Social: “You, a new SUV, and a tax deduction. Yes, really.”
🎓 Trump Accounts: New Kids’ Savings Tool
What changed:
$1,000 federal seeding, $5K annual parent contributions, tax-advantaged growth.
How to explain it:
“Think of it like a 529 hybrid with broader use cases and a federal jumpstart.”
MAX prompt starter:
Create a client guide comparing Trump Accounts vs. 529s for college savings.
Campaign idea:
🎯 Family Wealth Campaign
📧 Email subject: “What Is a Trump Account—and Should You Open One?”
📲 Blog: “Trump Accounts Explained (Without the Politics)”
🧾 SALT Deduction: Capped + Phased Out
What changed:
New $40K SALT cap phased to $41,624 by 2029, then reverts to $10K in 2030. Phaseout begins at $500K MAGI.
How to explain it:
“SALT deductions are limited—but we can plan around it with smart income timing and charitable strategies.”
MAX prompt starter:
Generate a planning session outline for clients affected by the SALT cap phaseout under OBBBA.
Campaign idea:
📝 Blog: “Why the SALT Deduction Is Changing Again (and How to Adapt)”
📧 Email subject: “High Earner? This SALT Cap May Hit You Hard”
💡 Other Quick Wins for Your Marketing Machine
✨ Wrapping It Up: Your New Tax Season Just Started
If you're a tax pro, here’s the best part of OBBBA: You don’t need to invent marketing from scratch. The bill is your campaign.
With MAX, you can turn every one of these changes into:
- Webinars
- Reels
- Email drip campaigns
- Personalized planning letters
- Blog posts
- Advisory upsells
- Even podcast episodes (hello, Growth-Minded Accountant)
Washington gave you the law. We’ll help you turn it into ROI.
Want help turning OBBBA into campaigns? 👉 Schedule a MAX session now or activate your new playbooks inside the platform.
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