Your Bread and Butter™

Ep. 43 - Year End Tax Planning - Part 2


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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!

🔗 Learn more: www.privatefinancialdesign.com
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Your Bread and Butter™By Private Financial Design, LLC