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November 7, 2025 22 mins

EPISODE RESOURCES

2025 Tax Tables and Guidelines

Essential End-of-Year Tax Planning Tips for Employees

In this episode, we delve into crucial end-of-year tax planning strategies specifically tailored for W2 employees aiming to optimize their finances before the new year. We cover the importance of proper withholding to prevent unexpected tax bills, highlights the impact of bonuses and equity compensation on taxes, and illustrates how the Social Security bonus can help mitigate underpayments. 

The episode further explores calendar year vs. tax year deadlines for retirement contributions and employee benefits, along with strategic charitable giving under recent tax law changes.

02:22 Understanding Withholding and Its Impact
04:14 Strategies for High-Income Earners
07:23 Social Security Bonus and Tax Benefits
13:11 Maximizing Charitable Contributions
18:03 Filling Up Lower Tax Brackets
20:33 The Importance of Professional Tax Help

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