Ep. 43 - Year End Tax Planning

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Your Bread and Butter™

Private Financial Design, LLC

49 episodes

4 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.

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Investing

Business

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Ep. 43 - Year End Tax Planning - Part 2

Your Bread and Butter™

19 minutes 39 seconds

2 months 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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