In this episode of The Liquidity Event, hosts AJ and Shane discuss year-end business planning and tax optimization strategies.

 

They break down:

• Essential business credit card decisions for startups and growing companies
• Year-end tax planning moves business owners should consider now
• Key business deductions you might be missing, from travel to home offices
• Special considerations for remote businesses and multi-state operations
• Strategic 401(k) planning for business owners and the complexities to watch out for

Plus, they explore upcoming tariff changes that could impact business purchasing strategies and share insights on managing financial operations across state lines.

 

AJ & Shane also tackle two timely topics: whether Bitcoin belongs in your 401(k) (spoiler: probably not), and the major changes coming to NYC's real estate broker fee system that could affect both landlords and renters.

 

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TImestamps:

0:00 Show introduction and Thanksgiving weekend reflections

4:29 Business credit card considerations and startup financial strategies

9:15 Year-end business tax planning and revenue timing

13:31 Business deductions for travel and home offices

17:38 Remote business operations and state tax implications

20:03 401(k) planning for business owners

23:49 Upcoming tariffs and business purchasing strategies

25:56 Bitcoin and cryptocurrency investment discussion

28:30 NYC real estate broker fees and show wrap-up