Webinar
GBQuarterly Q4: Year-End Individual Tax Update
Date/Time
Location
Webinar
With 2025 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 2026, several year-end tax planning considerations should be top of mind to ensure you are on track as the new year begins.
Join Scott Eichar, Jennifer Zimmerman, and Rob Roll as they discuss timely year-end individual tax planning strategies, including:
- An overview of new individual tax provisions under the One Big Beautiful Bill Act (OBBBA).
- 2025 year-end tax planning strategies for individuals.
- Key IRS guidance and tax law updates for 2025 and beyond.
- Tax-saving opportunities and charitable giving strategies.
This webinar qualifies for 1.0 hour of CPE based on Ohio CPE requirements.
Speakers
Scott Eichar
Partner, Tax & Advisory
Jennifer Zimmerman
Director, Tax & Advisory
Rob Roll
Senior Manager, Tax & Advisory