- This event has passed.
Year-End Tax Strategies for High-Net Worth Individuals
November 6, 2025 @ 2:00 pm – 3:00 pm EST
Free
1 CPE credit
This session will cover the latest legislative updates – including key provisions from the newly enacted One Big Beautiful Bill Act (OBBBA) and provide actionable planning techniques to help you stay compliant and maximize efficiency.
Stay tuned for our other Year-End Planning webinars tailored to International Tax and Transfer Pricing, State and Local Tax, and Federal Business Tax.
Attend this webinar to:
- Define actionable steps private clients can take before the year ends to optimize tax position
- Assess the latest tax regulations, including OBBBA impact, and how they impact private clients
- Explain various strategies to reduce taxable income and maximize deductions
