Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Year-End Tax Strategies: Making the Most of the One Big Beautiful Bill

31:17
 
Share
 

Manage episode 523968128 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

As 2025 races to a close, year-end tax planning takes center stage, especially with the sweeping changes from the One Big Beautiful Bill Act. In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball from the AMR team at Wealth Enhancement to unpack what these changes mean for you. From strategic IRA withdrawals and managing Required Minimum Distributions (RMDs) to leveraging qualified charitable distributions, we explore how seniors and service industry workers can benefit from new deductions and credits. Plus, we dive into the expanded SALT deduction, temporary tax breaks, and why "taxes are on sale" right now. Whether you're planning for retirement or simply want to maximize your refund, these insights can help you make informed decisions before the year ends. Tune in and learn how to turn tax law changes into financial opportunities.

#YearEndTaxPlanning #TaxStrategies #FinancialPlanning #RetirementPlanning #TaxTips #WealthManagement #OneBigBeautifulBill #TaxSavings #MoneyMatters #SomethingMorePodcast

For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team

  continue reading

1004 episodes

Artwork
iconShare
 
Manage episode 523968128 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

As 2025 races to a close, year-end tax planning takes center stage, especially with the sweeping changes from the One Big Beautiful Bill Act. In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball from the AMR team at Wealth Enhancement to unpack what these changes mean for you. From strategic IRA withdrawals and managing Required Minimum Distributions (RMDs) to leveraging qualified charitable distributions, we explore how seniors and service industry workers can benefit from new deductions and credits. Plus, we dive into the expanded SALT deduction, temporary tax breaks, and why "taxes are on sale" right now. Whether you're planning for retirement or simply want to maximize your refund, these insights can help you make informed decisions before the year ends. Tune in and learn how to turn tax law changes into financial opportunities.

#YearEndTaxPlanning #TaxStrategies #FinancialPlanning #RetirementPlanning #TaxTips #WealthManagement #OneBigBeautifulBill #TaxSavings #MoneyMatters #SomethingMorePodcast

For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team

  continue reading

1004 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play