))
SALT Caps, EV Credits, and Tax Tips: Planning for 2025
Manage episode 455211106 series 3562538
Deb Meyer에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Deb Meyer 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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
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
32 에피소드
공유
