SALT Caps, EV Credits, and Tax Tips: Planning for 2025

SALT Caps, EV Credits, and Tax Tips: Planning for 2025

It's that time of year – when we need to start thinking ahead to 2025!

In this special episode, Deb Meyer shares year-end tax planning strategies following the recent election. Highlights include:

  • 2025 Tax Landscape: Potential extensions to the Tax Cuts and Jobs Act, changes to SALT deduction limits, and strategic timing for estimated tax payments.
  • Electric Vehicle Credits: Tips on maximizing the $7,500 EV credit in 2024 and considerations for foreign car purchases ahead of tariff changes.
  • Small Business Tax Planning: Importance of year-end projections, managing estimated taxes, and finding a proactive CPA.
  • Additional Tax-Smart Strategies:
    • 529 College savings plan contributions
    • Tax-loss harvesting opportunities in taxable brokerage accounts
    • Qualified Charitable Distributions for retirees
    • Roth IRA conversions: when and why to consider them
Resources:

Listen in to learn more about :

(04:52) Electric Vehicle and Tariff Considerations

(12:36) Tax Loss Harvesting in Brokerage Accounts

(17:49) Roth IRA Wealth Transfer Strategy

Connect with Deb Meyer

Schedule an Initial Call

Download your Free Resource

Website

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(64)

What Happens When Your "Perfect Plan" Falls Apart?

What Happens When Your "Perfect Plan" Falls Apart?

In this deeply personal and vulnerable episode, Deb shares a major announcement: Beyond Budgets® is going on pause. After two and a half years of hosting this podcast, she steps back to focus on an un...

29 Huhti 25min

How to Teach Kids About Money (Without Power Struggles) with David Delisle

How to Teach Kids About Money (Without Power Struggles) with David Delisle

What if raising financially responsible kids isn't about teaching them to save more but rather helping them understand what actually matters? In this episode, Catholic financial planner and host Deb M...

16 Huhti 29min

How Much Inheritance is Too Much?

How Much Inheritance is Too Much?

What's the right way to pass wealth to the next generation? How much inheritance is too much? We explore the deeper questions behind inheritance planning in this Beyond Budgets® episode … questio...

2 Huhti 31min

Breaking the Cycle of Poverty with Deborah Johns of Unbound

Breaking the Cycle of Poverty with Deborah Johns of Unbound

In this special Podcasthon 2026 episode, host and Catholic financial planner Deb Meyer sits down with Deborah Johns, Chief Growth Officer of Unbound, to explore a radically different approach to pov...

19 Maalis 32min

Grief, Faith, and Money: Healthy Healing for Parents

Grief, Faith, and Money: Healthy Healing for Parents

Grief can reshape your parenting, relationships, and decision-making. In Episode 59 of the Beyond Budgets® podcast, host and Catholic financial planner Deb Meyer talks with hospice nurse and Catholic ...

26 Helmi 35min

Tame the Tax Chaos: Get Organized & Confident for Tax Season

Tame the Tax Chaos: Get Organized & Confident for Tax Season

Tax season doesn't have to be overwhelming, especially when you're armed with expert tips and a solid system. In episode 58 of the Beyond Budgets® Podcast, host Deb Meyer breaks down what parents nee...

12 Helmi 27min

Reinvention, Personal Branding & AI with Mike Kim

Reinvention, Personal Branding & AI with Mike Kim

Bestselling author and branding strategist Mike Kim joins Deb Meyer to share how personal branding isn't just for entrepreneurs. Mike offers real-life tools to help you show up with more clarity & c...

29 Tammi 37min

College Admissions Secrets: What Parents Need to Know Before Junior Year

College Admissions Secrets: What Parents Need to Know Before Junior Year

In this candid episode of Beyond Budgets®, host Deb Meyer shares her perspective as both a financial planner and a mom of a high school junior navigating the complex world of college prep. You'll h...

15 Tammi 26min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
mimmit-sijoittaa
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
rss-rahamania
asuntoasiaa-paivakirjat
hyva-paha-johtaminen
ostan-asuntoja-podcast
rss-startup-ministerio
herrasmieshakkerit
rahapuhetta
rss-inderes-femme
pomojen-suusta
sijoituspodi
rss-porssipuhetta
rss-lahtijat
rss-doulapodi
rss-tarinoita-sote-kentalta
rss-paasipodi