It’s Not Too Late: Post–Year-End Tax Opportunities for 2025—Plus Plan Now to Reduce Your 2026 Liability
Wednesday | January 28, 2026 | 11 am - 12 pm EST
Tax planning doesn’t stop when the calendar year ends. This timely webinar explores meaningful post–year-end opportunities that may still reduce your 2025 tax liability, while also helping you prepare for important changes affecting 2026 and beyond.
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Key Takeaways
We’ll discuss common areas where taxpayers leave money on the table, how recent tax law changes impact planning decisions, and what proactive steps can help improve long-term tax efficiency. The session is designed to help you move forward with clarity, whether you’re finalizing last year’s return or planning for the year ahead.
Participants will leave with:
An understanding of post–year-end planning opportunities that may still be available
Insight into how recent tax law changes affect future planning decisions
Greater confidence in identifying potential tax-saving opportunities
A framework for thinking about tax planning beyond just filing a return
Clear next steps for coordinating tax strategy with broader financial goals
Why Attend?
Deadlines are approaching: Many valuable tax strategies remain available after year-end, but only for a limited time.
The tax landscape is changing: Recent legislation has reshaped planning considerations for individuals and business owners.
Clarity over complexity: Gain a clearer understanding of where planning opportunities still exist and how to think strategically about them.
Better decisions, fewer surprises: Learn how early planning can reduce uncertainty and improve outcomes.
Practical, real-world insight: Designed to help you ask better questions and identify next steps—not overwhelm you with technical detail.
Who Should Attend?
This webinar is well-suited for:
Business owners and entrepreneurs
High-income individuals and families
Professionals with complex compensation or multiple income sources
Individuals preparing for or reviewing their tax filings
Anyone interested in being more proactive about tax planning and future liabilities
