Re-Envisioned Guide: AGI/MAGI Summary Guide [October 2025]
Meet The Re-Envisioned AGI/MAGI Summary Guide!
The AGI/MAGI Summary Guide has been re-envisioned! We’ve made design improvements to make the guide easier to read and added new content like:
- Tips & Overtime Deduction
- SALT Deduction Cap
- PMI Deduction
- Auto Loan Interest Deduction
- Series EE and I Bond Interest Exclusion
Become a member today to grab the updated guide, and get ready for your next tax planning meeting.
💡 Member Best Practice: Pair the AGI/MAGI Summary Guide with the OBBBA: Important Issues Interactive Checklist.
Use this combination to maximize tax-focused meetings, uncover planning issues, and prep your agenda, available with a Premier membership.
From the guide page, click "Interactive Checklist", then select “Send To Clients” → “Edit & Customize” to tailor the checklist title.
Example: “Jill’s Tax Planning Review”
- Hide, edit, or add questions to keep the questions relevant to your client.
- Client responses flow back to your inbox or connect to your CRM so responses are automatically logged in the client record.
👉 Explore the Interactive Checklist support topic to learn more about incorporating Interactive Checklists into your planning process.