Year-End Tax Playbook – Ep. 256

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There is no one-size-fits-all approach to end-of-year tax strategies, so it’s crucial for business owners to know where they can maximize their deductions and start planning for the next year.

CWA Planner Keith Klein joins this episode to discuss the essential steps to consider before year-end, including retirement contributions, timing of deductible expenses, and charitable contributions. Plus, they review tax law impacts from the Secure Act 2.0 and the OBBB.

Additional Resources:

Have questions or ideas for Hunter and Judson? Reach out at cainwatters.com/wealth. Don’t miss an episode, subscribe and leave the guys a review on Apple Podcast, Spotify, or wherever you listen.

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

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