ACap ReCap: Financial and Tax Tips
ACap Advisors & Accountants is a boutique fee-only Wealth Management and full-service Accounting firm based in Los Angeles. We handle everything from taxes to investments to risk management and estate planning, providing comprehensive, unbiased financial advice in one location. In our ACap ReCap episodes, we discuss the latest financial news, answer the frequently received financial questions, and share financial tips with you. If you have questions or suggestions email us hello@acapam.com Find more details at https://www.acapam.com/ #financialadvisor #fiduciaryfinancialadvisor #finance #financial #money #wealthmanagement #assetmanagement #investment #tax #taxplanning
ACap ReCap: Financial and Tax Tips
7 Smart Money Moves to Make Before December 31 to Cut Taxes and Boost Your Investment Strategy
Before the year is over, there are still real, actionable steps you can take to reduce your tax bill and tighten up your investment plan—but once January hits, those opportunities disappear for good.
In this episode, we break down 7 critical money moves you should consider before December 31, including 401(k) contribution strategies (and what’s new for 2025), tax-loss harvesting, required minimum distributions, FSA deadlines, charitable giving tactics, business compliance items, and year-end equipment purchases that can accelerate deductions.
This isn’t theory. It’s a practical, no-nonsense walkthrough of what actually matters at year-end—and where people leave money on the table by waiting too long.
If you want to be more intentional with your money, minimize taxes, and avoid costly mistakes before the calendar flips, this episode is your checklist.
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