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 episode delivers the tax wisdom you didn’t know you needed.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory