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Navigating Your Tax Strategy: 2025 Wrap-up and 2026 Outlook

On Demand

Contributors: Anthony J. Licavoli Jr., CPA, Paul Mene, JD, Mandy H. Chardoul, CPA, CFP®, MST

As 2025 comes to a close, watch this critical planning session designed to help you stay informed and build a proactive tax strategy. In this 1-hour recording, we cover:

  • The One Big Beautiful Bill: Unpack the key provisions and understand their direct impact on your organization and personal finances.
  • Key Planning Incentives: Explore valuable incentives and deductions to consider as you finalize your 2025 tax planning and look toward 2026.

Listen now to gain insights to navigate the evolving tax landscape with confidence and leave with a clear, actionable ideas to optimize your tax position.