In this episode of The Balance Sheet, host Nicholas Brown, Managing Partner at Granite Harbor Advisors, sits down with longtime friend, CPA, and valuation expert Craig Fortson, owner of Fortson & Company, a Houston firm with nearly five decades of experience navigating the ever-shifting tax landscape.

Together, Nick and Craig break down the big tax story of 2025: meaningful changes that didn’t happen, extensions that did, and what those updates really mean for business owners, high-net-worth families, and anyone trying to maximize tax efficiency before year-end. From the permanence of the 199A deduction to state and local tax updates, untaxed overtime provisions, bonus depreciation, and new nuances for seniors and teachers, Craig brings clarity to a year full of tax noise.

Craig also leaves listeners with two powerful closing reminders you don't want to miss!

Whether you're a business owner preparing for year-end, an investor looking ahead, or simply curious about what’s changing (and what’s not), this episode offers clear, actionable insight straight from a seasoned CPA.

Resources:

Learn more about Granite Harbor Advisors at graniteharbor.com

Connect with Craig at fortsonandco.com

Tune in, take notes, and walk into year-end with confidence.