1179: The Wealthy Are Making These End-of-Year Tax Moves Right Now with Mark Kohler - Episode 1179
Investing in Real Estate with Clayton Morris | Investing for Beginners
Clayton Morris
4.1 • 1.1K Ratings
🗓️ 22 December 2025
⏱️ 37 minutes
🔗️ Recording | iTunes | RSS
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Summary
On this episode, you’re going to learn about everything from employing your family members to setting up tax advantaged accounts like an HSA. Mark is also sharing details about the Big Beautiful Bill, retirement accounts, and more. Whether you’re a W-2 employee or an entrepreneur, Mark is bringing high level tips you can use to lower your tax bill!Â
Transcript
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| 1:09.7 | Well, it's that time of year again. If you are an investor, you need to pay attention on how to plan out your tax |
| 1:12.2 | strategies. So we thought we bring in Mark Kohler, who is a CPA attorney business expert, |
| 1:16.9 | who specializes in tax and legal strategies for small businesses, asset protection, wealth building. |
| 1:23.3 | Of course, we are always up against figuring out how to mitigate our taxes. And we thought we'd bring in, Mark, for a year-end tax tips strategy at the end of 2025. Mark, great to see you. Welcome back to the show. Oh, thanks for having me. And, yeah, this is the time of year. I want to deliver some Christmas gifts here. So it's the season of giving. You're welcome, everybody. Well, I know. My wife and I have these same strategies. We sort of hit our heads against the walls. We're sort of planning throughout the year. And we're like, why didn't we think of this? It seems like every year we're kind of going through this. So maybe before we get into, we'll talk about some like top 10 tax strategies here. Before we do that, though, what do you think are some of the biggest, most important changes that we've seen, maybe under this new Trump administration, |
| 2:04.1 | leaving the disaster of the Biden |
| 2:06.2 | administration behind? Well, one big beautiful bill is beautiful, and there's a lot in there. |
| 2:15.4 | What felt a little lackluster for a strategy guys was it was really a continuation of the |
| 2:22.3 | tax cuts of job at. |
| 2:23.9 | You know, it was, we were like waiting for something new, you know, they were Congress |
| 2:27.4 | or Trump's, I was going to pull out of his hat, but it was really just the security |
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