Скачать или смотреть Podcast - Tax Tsunami Alert! Lock In Your $15M Exemption Before The December 31st Disaster.

The clock is ticking down to the December 31st deadline, and if you wait until January, the biggest opportunities for 2025 savings will be gone1.... The One Big Beautiful Bill (OBBB) signed on July 4, 2025, has introduced sweeping and permanent tax changes14. Starting in 2026, itemized deductions will be essentially capped at a 35% tax benefit5. Even worse, your income tax charitable deduction will be severely limited, exceeding 0.5% of AGI6. High-net-worth individuals must accelerate itemized deductions and charitable contributions into 2025 to avoid these new limitations56. On the investment side, investors must beware the complicated "wash sale" rule7. If you acquire the same or substantially identical security within 30 days of selling it at a loss, the loss is disallowed89. Watch out: selling a position in a taxable account and buying it back in an IRA means that loss is completely lost10. Failure to take your required minimum distribution (RMD) could trigger a devastating 50% penalty on the amount you missed11. If you’re converting a traditional IRA to a Roth IRA, you must complete the conversion before the December 31st deadline12. For wealth transfer, the massive $15 million estate tax exemption is scheduled to revert in 202613. Plus, certain Roth accounts have complex five-year rules that trigger immediate taxes and penalties if you withdraw converted funds too soon1415. You need expert advice to avoid the massive penalties and lock in your tax advantages1617. Accelerate key moves now to save every possible dollar before the calendar flips and the IRS demands its due1316.