Proper Planning for Taxes

December 15, 2025

While we’re all focused on the holidays, the shopping, the gatherings, the celebrations, there’s still some important business to take care of before the year wraps up. It may feel far away, but preparing your documents for your IRS filing starts now, especially if you want to file early and maybe even get some money back to help cover those holiday purchases.

This coming year, the One Big Beautiful Bill Act brings multiple changes to the tax code, and taxpayers will need to know what’s different and what they’ll need on hand to take advantage of the new rules.

Joining us this morning is Robbin Caruso, Partner at national tax firm Prager Metis. And while taxes may not be at the top of anyone’s holiday wish list, proper planning now could mean taking full advantage of the latest laws — and potentially keeping more money in your pocket.

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