In this timely year-end episode, Casey and Jarrod sit down with Stevy Levey, CPA & JD, to break down the key tax strategies practice owners should be thinking about before the calendar resets. From upcoming rate changes to smart retirement contributions and well-timed purchases, Stevy helps cut through the noise and explain what actually matters—and what’s just speculation. His clear, practical advice helps listeners understand where they can take meaningful action without getting spooked by headlines. Whether you’re looking to maximize deductions, brace for potential rate hikes, or simply avoid leaving money on the table, this conversation offers straightforward guidance you can apply right away.

Interested in more info on how to: Earn More, Save More, and Retire Early



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