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- The Deductibles // September 2025
The Deductibles // September 2025
$13M Raised to Transform Tax Strategy 🚀 + 5 Moves to Save Big Before Year-End
Rachel Richards
September 30, 2025
Hey there, deadline dodgers and deduction chasers,
Q4 is here, and while the pumpkin spice may be seasonal, smart tax strategy should be year-round.
At Gelt, we believe tax planning shouldn’t be reactive or rigid. It should evolve with you, supporting your business, investments, and long-term goals every step of the way.
That’s why we’re excited to share some big news: we’ve raised a $13 million Series A, bringing our total funding to $21.2 million. This milestone fuels our mission to turn taxes into a year-round engine for wealth growth.
We’re also breaking down five advanced strategies every business owner should consider before year-end, straight from our recent session with All the Hacks.
🔍 In This Edition -
🚀 Gelt’s $13M raise and how it unlocks smarter planning
🎯 5 tax strategies to act on before December 31
📅 IRS deadlines that still give you time to optimize
💬 Real questions we’re answering for founders and business owners
🗞 Gelt in the headlines
⚠️ Upcoming Deadlines to Know
📆 October 15, 2025 — Last day to file your 2024 individual return if you filed an extension.
📆 December 31, 2025 — Deadline to:
Take required minimum distributions if you’re 73 or older
Lock in charitable contributions
Harvest gains or losses for 2025
📆 January 15, 2026 — Q4 estimated tax payment due. Plan ahead.
💸 What Our Series A Means for You
Our Series A was led by Zvi Limon of Rimon Group, with participation from Vintage Investment Partners and TLV Partners.
We’re using this funding to:
✅ Smarter planning across states, entities, and income streams.
✅ Detect overlooked opportunities using AI
✅ Grow our team of CPAs, engineers, and tax strategists
If your financial life is becoming more complex, but your tax support isn’t evolving with it, Gelt is here to change that.
👉 Want to see if Gelt makes sense for your tax strategy? Book a quick call
🎥 5 Smart Year-End Strategies from All the Hacks
We recently sat down with Chris Hutchins to discuss the most overlooked, high-impact moves business owners and high earners can make before year-end. Here are five that stood out:
Roth conversions — Act before brackets reset in 2026
S-Corp salary reviews — Adjust now to balance tax and compliance
Entity optimization — Mid-year changes can still make a difference
Harvesting investment losses or gains — Timing is everything
Donor-Advised Funds — Combine impact with serious deductions
These strategies are even more powerful when layered together. Let us help you figure out what’s most relevant for your situation.
📚 Want the full breakdown? Read the blog
🎬 Prefer a recap? Watch the video clips
💬 What We’re Hearing from People Like You
“Can I still benefit from becoming an S-Corp?”
Yes — especially if you have six-figure net income and haven’t made the switch yet. We can help you run the numbers to see if it’s worth it before year-end.
“Is there still time to reduce my 2025 tax bill?”
Absolutely. Retirement contributions, income timing, and entity restructuring are all still in play.
🗞️ Gelt in the News
Explore where we’ve been featured this month:
Axios Pro: Health Tech Deals – Gelt featured for helping physicians and healthcare professionals optimize taxes with AI-powered planning tools
CityBiz – Coverage of Gelt’s mission to turn taxes into year-round wealth strategy for founders, investors, and business owners
HIT Consultant – How Gelt is building tailored tax solutions for healthcare practices and high-earning providers
StartupHub.ai – Gelt spotlighted as an AI-native fintech transforming professional tax services
WSJ Venture Capital Newsletter – Included in the September 30th roundup of notable Series A funding announcements
Is Gelt a Fit for You?
We work with founders, investors, and business owners who are ready to go beyond basic tax prep. If you want to:
✔️ Keep more of what you earn
✔️ Plan with intention, not just react at tax time
✔️ Partner with a team that understands your goals
We’d love to help you take the next step. Schedule a call to learn more