WEBINARS

    2025 Tax Planning: Savings Opportunities & Updates for Year-End and Beyond

     

    Recorded: Monday, October 27, 2025 

    Tax Planning Video Thumbnail-1

    As we approach 2026, now is the ideal time to review if your tax strategy is working for you.

    Watch this session to explore year-end strategies and learn more about potential deductions and credits. Fill out the form to view the recording and gain insights to help you prepare for a more tax-efficient future.

    In this recording you'll learn:
    • Why early tax planning can give you a head start in achieving your retirement goals
    • Significant changes in the 2025 tax landscape 
    • Time-sensitive, year-end tax-saving opportunities 
    • Steps to help you prepare for the future, including 2025's One Big Beautiful Bill changes 

    Presented by:

    Jordan Wood & Chad ONeill Circle Photos

     

    Please fill out the form to view the webinar.

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