The Real CFO Podcast: Last Minute Money Moves to Save Taxes in 2025

04/12/2025 21 min
The Real CFO Podcast: Last Minute Money Moves to Save Taxes in 2025

Listen "The Real CFO Podcast: Last Minute Money Moves to Save Taxes in 2025"

Episode Synopsis

Tax season doesn't start in March — it starts right now. Most business owners lose thousands every year because they wait until the deadline to "deal with taxes," and by then… it's already too late. In this episode of The Real CFO Podcast, Chad breaks down the exact steps you should take before the year ends to keep more money in your pocket, lower your stress, and finally get ahead of tax planning instead of scrambling at the last minute. From clean books, proper categorization, avoiding the personal-expense trap, to understanding distributions, equity, and why your balance sheet matters more than you think — this episode gives you the playbook most business owners never get. If you want to save thousands, avoid avoidable penalties, and go into tax season confident instead of panicked… Don't skip this one.