Ep. 42 - Year End Tax Planning

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/19/61/be/1961be13-ea1f-5e23-75d0-a29ff462d45f/mza_836227078438845093.jpg/600x600bb.jpg

Your Bread and Butter™

Private Financial Design, LLC

49 episodes

5 days ago

Your Bread & Butter™ with Andrew R. Beaudry, CFP® and Ryan T. Cummings, CFP® delivers practical, easy-to-understand guidance on investing, retirement, taxes, and everyday money decisions. We break down markets, financial planning strategies, and timely topics so you can feel more confident in your financial life. Disclosure: Registered Representative; securities through Cambridge Investment Research, Inc., Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., RIA. Cambridge and Private Financial Design, LLC are not affiliated.

Investing

Business

RSS

All content for Your Bread and Butter™ is the property of Private Financial Design, LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/40749441/40749441-1759257940234-d2fa9d842684b.jpg

Ep. 42 - Year End Tax Planning - Part 1

Your Bread and Butter™

31 minutes 6 seconds

2 months 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!