We’ll talk about the key personal money moves, tax strategies, and financial checkpoints worth hitting before the clock runs out on 2025. Consider this your quick year-end tune-up to finish strong and start 2026 with clarity and confidence.
WHAT YOU’LL LEARN:
- The key personal tax deadlines and safe harbor strategies to avoid penalties.
- How to handle year-end S-Corp payroll, retirement contributions, and Roth-related moves.
- Smart ways to review your mortgage, credit cards, and personal debt before year end.
- Which personal expenses you can reimburse through the business and the documentation required.
- The must-check protection items.
Tags:
medspa owner, year-end planning, estimated taxes, S-Corp payroll, retirement contributions, backdoor Roth, HSA, FSA, Augusta Rule, family payroll, tax deductions, documentation, mortgage recast, credit optimization, insurance review, estate planning, financial planning, cashflow, medspa business
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