Put a Bow on 2025 With Our Year-End Tax Planning Checklist

Does your financial team provide you with comprehensive tax planning, or just annual tax reporting? When you file your 2025 taxes next April, you're essentially just reporting your financial data from the previous year. At Keen Wealth, tax planning is a proactive, year-round process we use to put your annual report in the best shape possible before the ink dries and windows close. And when it comes to your 2025 tax return, some important windows are closing right now. Today, on our 250th episode, we explore some recent changes to tax law and potential moves that you need to discuss with your financial advisor before the end of the year.

You can listen to Put a Bow on 2025 With Our Year-End Tax Planning Checklist online on Radio and Podcast. Open the player on this page to stream the available audio.

Put a Bow on 2025 With Our Year-End Tax Planning Checklist is an episode from Keen on Retirement by Bill Keen.

This episode is 40:33 long.

This episode was published on Dec 3, 2025.

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