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Ep. 728 - Tax Prep for 2025: Essential Steps for Year-End Planning | David Milanec & Sean Claiborne
Join David Milanec, CPA, President, and Founder of Katz Milanec CPA Tax Firm, and Sean Claiborne, U.S. Army National Guard Veteran, for a comprehensive discussion on preparing for the 2025 tax season. Learn about year-end tax planning, gift tax exclusions, estate planning, and strategies to reduce your tax liability. Perfect for individuals, small business owners, and high-net-worth taxpayers!
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By Cliff Kelley
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Join David Milanec, CPA, President, and Founder of Katz Milanec CPA Tax Firm, and Sean Claiborne, U.S. Army National Guard Veteran, for a comprehensive discussion on preparing for the 2025 tax season. Learn about year-end tax planning, gift tax exclusions, estate planning, and strategies to reduce your tax liability. Perfect for individuals, small business owners, and high-net-worth taxpayers!