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Ext. PublicationYear-End Planning & the EBITDA Game: Real Moves, Real Traps | Podcast
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On the Shop Floor
As the end of the year approaches, what tax strategies should companies prioritize to optimize financial outcomes? In this episode of Weaver: Beyond the Numbers, On the Shop Floor, Kurtis Dixon and Marvin Ferguson examine timely, practical actions businesses can take. They explore tax planning considerations that can impact deductions, EBITDA and year-end financial positioning.
Key Points:
- The importance of timely conversations with clients about the One Big Beautiful Bill Act, capital expenditures (CapEx) and EBITDA management
- Awareness of current shifts in bonus depreciation and expense rules, including Section 174/research and development (R&D) deductions
- Strategies for maximizing tax deductions, factoring in timing, operational readiness and the availability of purchased equipment
The hosts begin the conversation by emphasizing that implementing tax strategies involves more than just ticking boxes, especially when managing EBITDA. Marvin explains the importance of moving beyond high-level conversations and “really projecting out and doing some math to the benefit of it.” The episode underlines why businesses must dive into the specifics to optimize deductions and prevent potential pitfalls.
At the same time, businesses must consider current shifts in bonus depreciation and expense rules before year-end. Kurtis and Marvin explore how timing, Section 174/R&D deductions and other accelerated expense opportunities can significantly affect tax outcomes. Understanding these changes and forecasting their impact now can help businesses maximize benefits and avoid costly surprises.
Maximizing year-end deductions requires attention to both timing and operational readiness, including purchased equipment, prepaids and accruals. Marvin emphasizes, “That can run both ways … as we’re getting closer toward the end of the year, we need to kind of time these things out.” Coordinating these factors helps businesses capture benefits while preventing pitfalls.
As the year closes, Kurtis and Marvin encourage proactive discussions to ensure strategies align with both financial goals and operational realities.
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