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Close Strong: Year-End Planning for Leaders
November 5, 2025 @ 12:00 pm – 1:00 pm EST
Before the calendar flips to 2026, make sure your organization isn’t leaving money on the table. Join us for a fast-paced, insight-packed session designed to help you close the year with confidence and clarity.
We’ll share updates on tax deductions you might be missing — including real-life examples of clients who have saved thousands of dollars already this year.
At the end of this session, you will be able to:
- Recognize how to avoid year-end reporting scrambles
- 1099s
- Tips and overtime reporting
- Closing the year-end books
- Recall forecasting and cash flow planning methods
- Cash basis tax planning
- Accounting method considerations
- Identify how to set up systems to work smarter in 2026
- What to automate and delegate
- Recall retirement plan setup and funding options before year-end
- Identify year-end strategic tax moves
- Depreciation strategies, including bonus depreciation and Section 179
- Qualified production property
- Research and development (R&D) strategies, including Section 174 planning
Who should attend
This session is designed for business owners, organization leaders, CEOs, CFOs, controllers, and other professionals interested in year-end planning.
Questions?
Contact CLA’s meetings, events, and experience team at [email protected].
CPE
Recommended CPE: 1 credit, Taxes
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based
