Year-End Tax Planning in 2025
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, November, 20 • ET • 90 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

What You'll Learn
Year-end tax planning in 2025 will be especially important and effective. The OBBBA changes to the tax code and market volatility provide excellent low-risk opportunities and traps for the unwary. Start planning now to ensure you have the time to meet with clients, review their situation for…