Year-End Tax and Financial Planning Tips for 2025

In this episode of 3C Money Matters, Alyce Zollman, Dan Matthews and Kara Endres from The 3C Group welcome back Tim Steffen, Director of Advanced Planning at Baird, for a timely discussion on year-end financial and tax planning. They cover key updates from the recently passed One Big Beautiful Bill Act (OBBBA), including new deductions like the expanded state and local tax (SALT) limit and the senior deduction, as well as strategies involving Roth conversions, inherited IRAs, qualified charitable distributions (QCDs), and charitable giving ahead of 2026.

Whether you're reviewing your 2025 finances or planning for the future, this episode offers clear, practical guidance to help you make smart, tax-efficient decisions before year-end.