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Crack the Code: Mid-Year Tax Strategies for a Shifting Landscape

July 9, 2025 @ 1:00 pm 2:00 pm EDT

Free 1 CPE credit

The current administration’s tax proposals, including the “One Big Beautiful Bill,” are already reshaping the landscape. With new risks and opportunities emerging, businesses and individuals must rethink their strategies to stay agile.

Join Armanino’s tax experts as they decode the latest policy updates and outline what’s changed, what’s still in motion and what actions to take before year-end.

Learning Objectives:

  • Describe the key provisions of the “One Big Beautiful Bill”
  • Explain how proposed tax changes may affect your business or personal finances
  • Identify potential new risk areas under the current administration
  • Evaluate if adjustments are needed to your investments, entity structures, or estate plans
  • Define year-end actions to help position yourself for 2025

Speakers

  • Deborah Vandeven, Partner, Tax, Armanino Advisory LLC
  • Laura Cannon, Partner, Tax, Armanino Advisory LLC
  • Yoni Fix, Partner, Armanino Advisory LLC

Participants will earn 1 CPE credit*
(Field of Study: Taxes)

In order to be awarded the full credits, you must respond to three out of the five polling questions asked during the program and stay on for a minimum of 50 minutes.

*NASBA DETAILS

Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact [email protected].

Armanino is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

New York, NY 10001 United States
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