2. Tax planning unleashed

Format/date: Tax Section Odyssey podcast, 14 November 2025. Who: April Walker with Mark Gallegos, CPA, MST, identified as a Porte Brown partner. Link: Tax Section Odyssey — Tax planning unleashed, 14 November 2025

The episode description covers year-end planning under the 2025 law, including SALT and domestic research-expense changes, with a multi-year modelling emphasis. It offers background for understanding why an old plan should be revisited.

Take to your adviser: ask which assumptions in your plan changed and whether the incumbent baseline was also updated. For business decisions, focus on entity/owner interactions and cash timing instead of selecting isolated deductions.

Best fit: all three sectors with a pre-law-change plan. Limit: this is a 2025 episode; do not treat its timing or examples as a November 2026 action calendar. Verify against the separate regulatory document and current official guidance.