The Listener Q&A That Could Upend Your Year-End Tax Plans

19/11/2025 16 min

Listen "The Listener Q&A That Could Upend Your Year-End Tax Plans"

Episode Synopsis

In this episode, Jeff Trapp answers the most common listener questions that could upend your year-end tax plans. From changes inside the Big Beautiful Bill to updated incentives like bonus depreciation, R&D credits, and SALT strategies, Jeff breaks down what’s new for 2025 and what you can still act on before December 31. He also explains the difference between investment risk and audit risk, why most accountants never bring proactive strategies to the table, and shares a real-world example of how high-income earners use compliant, vetted tax-advantaged investments to reduce their tax bills.If you're earning $500K to $25M or running a business and want to avoid overpaying the IRS, this listener-driven conversation gives you the clarity and timing you need to finish the year strong.Book a free call with our team at thetaxplanningpros.com/contact-us and stay connected with Jeff Trapp and The Tax Planning Pros on Instagram, Facebook, LinkedIn, and at thetaxplanningpros.com.Disclaimer: This content is for educational purposes only. Consult a licensed tax professional for advice specific to your situation.