Tax Tip #272

With 2025 quickly coming to an end, the Goldstein & Loggia team wants to be proactive in tax planning with our clients — especially with all of the changes this year in the tax world due to One Big Beautiful Bill.

If you are interested in this analysis:

• Employees: Please provide your most recent paystub. Be sure to indicate your pay frequency — weekly, bi-weekly, bi-monthly, or monthly — if not indicated on the paystub itself. 
• Business owners: Please provide a year-to-date Profit & Loss statement. 

You can also include any extra details that might affect your taxes including:

• Capital gains or losses
• Major life events such as purchasing a home, getting married or having a baby. If you have moved since your 2024 filing, please include the new address & move date.

Once we have received your information, a team member will reach out to discuss potential planning opportunities to help improve your tax situation as much as possible. 

There is still time to implement tax strategies to minimize your 2025 tax liability. Have questions? Contact a team member to discuss tax strategies that may apply to you.