With 2024 coming to a close, individuals must stay informed about the latest tax regulations and updates that significantly impact financial planning and compliance. As we look forward to 2025, several year-end tax planning considerations should be top of mind to ensure you are on track as the new year begins.

Listen to GBQ Tax Directors Scott Eichar and Julie Drumm, as well as Senior Manager Rob Roll, as they discuss timely year-end individual tax planning strategies, including:

  • Outline changes made to the 2025 tax law
  • Evaluate additional top 2025 tax planning strategies
  • Summarize scheduled changes to 2025 tax law and beyond
  • Discuss various estate tax planning strategies
  • Review and discuss potential tax law changes pending before Congress

To access the webinar recording, please submit the form below.

Speakers

Scott Eichar
Director, Tax & Business Advisory Services
Julie Drumm
Director, Tax & Business Advisory Services
Rob Roll
Senior Manager, Tax & Business Advisory Services
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