Episode 30 - 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 state and local tax (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

Episode 15 - Mastering Marital Finances: From Budgeting to Tax Planning

Unlock the secrets of financial harmony in marriage with insights from financial experts Deb Meyer and her special guest, Den Murley, a Certified Financial PlannerTM and Certified Financial Behavior Specialist®. They delve into the dynamic world of couples' finances, shattering the myth of the spender-saver binary and advocating for a stronger foundation of mutual understanding. Discover how to navigate shared versus separate accounts, illuminating the path to financial unity and individual autonomy within a relationship.

You'll learn to reframe the adage “we can’t afford it” to an enlightening explanation your kids can easily understand. This journey of self-discovery and communication about money is the key to breaking long-standing negative financial patterns.

This episode is also a strategic conversation on tax planning and retirement. It offers guidance through the current tax landscape and shares tactics for thoughtfully timing income recognition. Join Deb and Den for this comprehensive guide to family financial planning, where managing emotions and creating a legacy take center stage.