10/28/2025
Ghosts 👻and Goblins 😈 will soon be at your door looking for those treats. A much bigger goblin, the IRS, will also have its hand out for its annual “treat” come next March and April. We are well into the fourth quarter and the clock is ticking – Q4 urgency matters more than ever. As Warren Buffet once said, “the rearview mirror is always clearer than the windshield.”
That’s not just a clever quote for a daily calendar, it’s a warning that everyday you don’t plan for your taxes is a lost planning opportunity. Almost every meaningful tax strategy has a hard stop on December 31st. When that bell rings, I cannot unring it and tax savings for 2025 are lost. Many times around the holidays, you’ll hear that oft-offered phrase: “See me after the first of the year”. Normally, that’s fine, but not when it comes to taxes.
The One Big Beautiful Bill Act (O-Bubba, or just Bubba) has many tax gems in it for business owners as well as real estate and market investors, but many tools and strategies that were abundant earlier in the year, are moving into “low inventory” situations. Leveraged equipment leasing? One popular program has already closed out, and inventory elsewhere is shrinking. Leveraged charitable donations? The best opportunities (4x / 5x) are already being taken. It’s a supply-side squeeze coupled with time decay.
Schedule time with us now to see if a tax plan is right for you. I’ve got strategies for business owners and individuals that expire for the year when that ball drops in Times Square. Do you want to just slide into next April with a bigger tax bill, or be the one that saved thousands of dollars this year, and in years going forward?
If you need a sign to get moving, here it is: the clock is ticking. Call us!
