This time of year is always busy for a lot of people, but don’t let the bustling season keep you from meeting your financial and tax deadlines!
We’ve partnered up with Evans May Advisory to talk through important deadlines and year-end considerations to make sure you’re on track. From tax-loss harvesting to Roth conversions and new provisions from the One Big Beautiful Bill Act (OBBBA) affecting your wealth strategies, Darin Riddle, CFP®, CWS®, AAMS® and Owen Pryor, CPA walk you through these topics with a unique perspective of both your financial and tax advisor.
2025 Year-End Reminders Chapters:
00:00 Intro
00:19 Important Year-End Reminders: The “Big 3”
00:51 Tax-Loss Harvesting
01:45 Roth Conversions
03:05 Charitable Giving: Donor-Advised Funds and Roth Conversions
03:54 New OBBBA Provisions Affecting Charitable Giving
05:38 Health Savings Accounts (HSAs)
07:52 Charitable Giving Strategies: Tax Planning and New OBBBA Provisions
09:22 OBBBA: Trump Accounts
09:57 529 Plans: New Tax Savings
10:29 Retirements Plans: Wealth Strategies
11:15 Strategies for Business Owners: Tax Planning
13:40 Outro
Questions? Contact us for more information!
Darin Riddle, CFP®, CWS®, AAMS® | Financial Advisor, Evans May Wealth
(317) 819-4618
Owen Pryor, CPA | Managing Advisor, Evans May Advisory
Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Accounting and tax services are offered exclusively by Evans May Advisory, a separate and distinct entity from Evans May Wealth, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. (Sanctuary Wealth). Evans May Wealth and Sanctuary Wealth client agreements do not extend to services provided by Evans May Advisory. Evans May Advisory client agreements do not extend to services provided by Evans May Wealth. Neither Evans May Wealth nor Sanctuary Wealth provides tax or accounting advice. Evans May Advisory does not provide investment advisory services. Accounting and tax services are offered exclusively by Evans May Advisory, a separate and distinct entity from Evans May Wealth, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. (Sanctuary Wealth).
