11 Year-End Tax Tips for 2025

As we approach the end of the year, it's time to prepare for a financially smart 2025. Here are 11 key tax tips to consider:

1. Maximize 401k contributions
2. Harvest losses
3. Gift $16,000 to lower your taxable estate
4. Roth IRA conversion
5. Defer income
6. Paying for medical or college bills
7. Qualified Charitable Distribution
8. Charitable donations
9. Donate appreciated stock
10. Create a Donor Advised Fund (DAF)
11. Spend your Flexible Spending Account (FSA)

These strategies can help you reduce your tax liability and prepare for a more financially secure year ahead. Reach out if you need more guidance on any of these!

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