Tax Strategies

Top 10 Year-End Tax Moves for 2025

Top 10 Year-End Tax Moves for 2025

The end of the year is one of the most powerful times to influence your tax bill, but only if you take action before December 31. Smart year-end planning can help you reduce taxes, avoid penalties, and set yourself up for a smoother tax season in 2026. 

In our latest video, Zacc Call, President of Capita Financial Network, shares the Top 10 Tax Moves to make before the end of 2025, plus a few bonus strategies that can make a real difference in your financial plan. 

In the video, you’ll learn how to: 

● Avoid IRS underpayment penalties and last-minute surprises 

● Time your Roth conversions before the year-end deadline 

● Manage RMDs and QCDs the right way 

● Decide whether to itemize or take the standard deduction when giving to charity

● Take advantage of other smart, tax-efficient moves before December 31, 2025 

These are practical, actionable tips you can use to finish 2025 organized and confident about your financial picture. 

Download your free 2025 Year-End Tax Checklist 

We’ve also created a free downloadable checklist to help you track and complete each key action before year-end. Use it as your personal guide to make sure nothing slips through the cracks. 

Watch the full video: Top 10 Year-End Tax Moves for 2025 YouTube link  

For important disclosures, visit: https://www.capitafinancialnetwork.com/disclosures

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