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Year-End Tax Secrets: Holiday Bonuses, Parties & Big Deductions
In this festive yet fiercely practical episode, Casey and Jarrod welcome back tax maestro Steve “Pipes” Levy, JD, CPA, for a year-end breakdown every practice owner needs. From gift cards to yacht parties, Steve explains what’s truly deductible, what absolutely isn’t, and how to avoid holiday-season tax mistakes that come back to bite. They also dig into the myths around last-minute purchases, the real rules behind employee gifts, and why writing off a luxury holiday bash might actually be smarter than you think. If you’re looking to wrap up the year with less stress and more clarity, this…
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