Ep. 43 - 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. 43 - Year End Tax Planning - Part 2

Your Bread and Butter

19 minutes 39 seconds

5 days ago

Ep. 43 - Year End Tax Planning - Part 2

In this episode of Your Bread & Butter Podcast, Andrew R. Beaudry, CFP®, and Ryan T. Cummings, CFP® break down essential year-end tax planning strategies for business owners. Discover how to make smart moves before December 31st and keep more of your hard-earned money in 2025.

We’ll cover:✅ The truth about business owners and the IRS — are they frenemies?✅ How to maximize QBI deductions and SALT workarounds✅ When to time big purchases for bonus depreciation or Section 179 expensing✅ Key updates on 1099 thresholds and vendor tracking✅ Smart planning tips for R&E elections, income thresholds, and phaseouts✅ Why working with a trusted tax advisor now can save you headaches later

💡 Don’t wait until April—take control of your year-end planning now!

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