WEBINAR | Year End Tax Planning | 11/18/2025
November 18 @ 1:00 pm - 2:00 pm
- Learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill
- Learn how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year!
- Learn what to do right now, during the months of October and November, the “sweet spot” for year-end tax planning.
- See how running a “mock” tax return now can uncover opportunities to optimize your plan
