Ep. 42 - Year End Tax Planning

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Your Bread and Butter

Private Financial Design, LLC

43 episodes

3 days ago

Join the hosts of "Your Bread & Butter," Andrew R. Beaudry, CFP® and Ryan T. Cummings, CFP®, as they demystify the world of financial planning with engaging discussions and expert insights. Each episode is designed to empower listeners with actionable tips on budgeting, saving, and building wealth, making complex financial concepts accessible and relatable. With a blend of humor and down-to-earth advice, the show covers everything from retirement planning to tax strategies, making complex topics easy to understand. Whether you’re just starting out or looking to refine your financial game plan,

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Ep. 42 - Year End Tax Planning - Part 1

Your Bread and Butter

31 minutes 6 seconds

2 weeks ago

Ep. 42 - Year End Tax Planning - Part 1

As 2025 year-end approaches, new tax rules are reshaping how individuals and families plan for year-end. In this episode, we unpack what’s changing — and how to make the most of it before December 31st.

Here’s what we cover:

🗝️ Key 2025 tax law changes under the new OBBBA legislation

🧾 How to benefit from temporary deductions for tips, overtime, and auto loans

🪙 Updates to child tax credits and the expanded SALT deduction cap

👨‍👩‍👧 What to know about “Trump Accounts” for kids and changes to estate and gift tax rules

🎁 Smart moves for charitable giving before new limits hit in 2026

📉 Strategies for harvesting investment losses and managing year-end portfolios

🎧 Tune in to Your Bread & Butter Podcast for real-world financial insight — with a side of humor and practical advice!