Year-End Tax Planning for Individuals

Navigate Changes and Maximize Opportunities in 2025

As we approach year-end, it’s time to start organizing your 2024 taxes. Making the most of the deductions and tax-saving methods available by planning ahead will help you reduce your tax liability. In this webinar, our tax experts will explore our comprehensive year-end tax planning guide, covering key topics like wealth preservation for future generations, charitable giving and how the tax landscape under the new president’s administration may impact your personal tax strategies.

Join us to ensure you’re well-prepared for the upcoming tax season.

Learning Objectives:

• Learn key moves to maximize deductions, charitable giving and retirement contributions before year-end.
• Identify which TCJA provisions are expiring and their impact on personal and estate tax planning.
• Discover strategies to lower tax liability and enhance wealth through advanced planning for trusts, estates and investments.
• Position yourself for upcoming tax policy changes and uncertainties as the new tax year approaches.

Speaker

• Barry Sunshine, Partner, Armanino
• Jill Juniper, Partner, Armanino
• Dana White, Partner, Armanino