Bautis Financial
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Volatility, uncertainty, and constant news cycles defined much of 2025, but the most important takeaway wasn’t a single market statistic. It was the value of staying steady, grounded, and committed to a plan designated for the long term.
Year-end tax planning isn’t about scrambling in April – it’s about thoughtful decisions before December 31. With major tax rules set to change in 2026, this year’s planning window matters more than usual. We’ve outlined nine key areas to consult with your CPA before year-end, from income planning to retirement and charitable strategies.
With the year quickly coming to a close, are you confident your financial plan is on track? Don’t let December 31st sneak up on you – take charge of your finances now.
With the year quickly coming to a close, are you confident your financial plan is on track? Don’t let December 31st sneak up on you — take charge of your finances now.
Set the stage for a successful new year by completing this checklist — it should only take five minutes.
Set the stage for a successful new year by completing this checklist — it should only take five minutes.
Set the stage for a successful new year by completing this checklist — it should only take five minutes.
How often do you reassess your tax planning or insurance policies? In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to maximize your financial potential. In this episode, you will learn: Resources: Download the Checklist | Bautis Financial: (862) 205-5000, 7 …
