2025-09-27 Government Shutdowns, Capital Gains, and RMD Strategies: Tax Planning for 2025

This week, Josh Gilbert and Jeff Zufall dive into the latest tax developments, including the "Big Beautiful Bill's" new charitable deduction allowances ($1,000 single/$2,000 married filing jointly), the record-breaking $530 billion in capital gains revenue flooding the Treasury, and strategic timing considerations for asset sales to avoid higher tax brackets. They explore Required Minimum Distribution (RMD) planning for retirees, covering qualified charitable distributions, tax withholding strategies, and qualified longevity annuities as ways to minimize tax impact. The discussion also covers 1031 exchanges for real estate investors, the importance of coordinating investment and tax strategies, and the IRS's upcoming transition away from paper checks starting October 1st, emphasizing the value of having both wealth management and tax expertise under one roof. Small businesses overpay their taxes every year. Stop overpaying - Call Capital Advisory Group at 636-394-5524 today!