2025 Year End Tax Planning

November 19, 2025|, ,
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Click here for our 2025 Year End Tax Planning Checklist

 

As we approach the end of 2025, our team will be discussing year-end tax planning to help you identify opportunities to optimize your tax strategy. Our webinar will be led by Scott Strohecker, CFP®, EA, and Vincenzo Testa, CPA, CFP®.

Topics include:

• Maximizing Retirement Contributions
• Distribution Planning and Gifting Strategies
• “One Big Beautiful Bill” Considerations

To learn more or connect with our team, contact us here.

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