Webinar Length: 60 minutes. 

As 2025 draws to a close, staying informed about the latest tax regulations is essential for effective financial planning. Our recent webinar brought together experts, Scott Eichar, Jennifer Zimmerman, and Rob Roll, to share timely insights and strategies for navigating year-end tax considerations and preparing for 2026.

Key topics covered included:

  • New individual tax provisions under the OBBA
  • 2025 year-end tax planning strategies for individuals
  • Recent IRS guidance and tax law updates impacting 2025 and beyond
  • Tax-saving opportunities and charitable giving strategies

Missed the webinar? Stay informed and prepared—fill out the form below to access the recording of this webinar. 

 

This webinar qualified for 1.0 hour of CPE* based on Ohio CPE requirements.
*To be eligible for CPE credit, you must have attended the live session of the webinar and accurately completed the required documentation.

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