OBBBA Explained: The Tax Changes Every MSP Should Care About with Dave Wanis, Principal at Weaver

Описание: Episode 3 of our four-part tax series with Dave Wanis, Principal at Weaver, focused on how the One Big Beautiful Bill Act (OBBBA) reshapes tax planning for MSPs and IT service providers.




If you’re an MSP owner preparing for growth, evaluating an exit, or just trying to lower your tax bill, this episode breaks down the most important OBBBA updates you need to know.


Key Topics Covered:


• QSBS (Qualified Small Business Stock) Changes – Learn how the new 3-, 4-, and 5-year holding periods, the increased $75M asset limit, and the higher $15M exclusion can dramatically improve after-tax proceeds for MSP owners planning a sale.


• QBI Deduction for S-Corp MSPs – The 20% Qualified Business Income deduction is now permanent. We explain how MSPs qualify, how W-2 wages affect your deduction, and how to optimize salary vs. distribution strategy to maximize your QBI benefit.


• R&D Expensing for MSPs and IT Service Firms – The return of immediate R&D expensing has the potential to significantly reduce taxable income for MSPs investing in internal software tools, automation, cyber capabilities, and AI development.


• 163(j) Interest Deductibility (EBITDA Is Back) – OBBBA restores EBITDA for interest-deduction calculations, making leveraged acquisitions and growth financing more attractive. This matters for MSPs doing roll-ups or selling to buyers using debt.


Why This Matters for MSP Owners


OBBBA’s tax changes affect annual cash flow, business valuation, deal structure, and exit readiness. Whether you're planning an acquisition, considering QSBS before a sale, or optimizing tax strategy inside an S-Corp, the new law offers significant opportunities—if you know how to use them.


Hosted by Madhur Duggar, Senior M&A Advisor at Excendio Advisors, specializing in MSP M&A, valuations, and exit preparation.
To learn how we help MSPs grow or exit, reach out at [email protected] or connect on LinkedIn.


 Madhur Duggar is a Senior M&A Advisor at Excendio Advisors and focuses on IT Services


Reach out to Madhur at [email protected] or 212.731.4230  


Book an Appointment with him on his LinkedIn at (34) Madhur Duggar | LinkedIn (  / madhur-duggar  )


Check out Excendio Advisors and our amazing content at www.excendio.com


Reach out to Dave Wanis on his LinkedIn at (39) Dave Wanis | LinkedIn (  / davewanis  )  


www.linkedin.com/in/madhur-duggar