🎙️ Year-End Tax and Financial Planning Tips for 2025 In this episode of 3C Money Matters, Alyce Zollman, Dan Matthews, and Kara Endres from The 3C Group welcome back Tim Steffen, Director of Advanced Planning at Baird, for a timely discussion on year-end financial and tax planning. ✅ They cover key updates from the recently passed One Big Beautiful Bill Act (OBBBA), including: 🏠 Expanded SALT deduction limit 👵 New senior deduction 💰 Strategies involving Roth conversions, inherited IRAs, qual
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