Personal Tax Webinar

As 2025 comes to a close, businesses and individuals face significant tax changes and new opportunities under the OBBBA. With some provisions taking effect and others set to phase out, now is the time to take a proactive approach to year-end planning.

Join Smith + Howard’s 2025 Year-End Tax Webinars to gain practical insights, actionable strategies, and a clear path forward for 2026. Our experts will break down the latest developments and highlight steps you can take before year-end to make the most of your tax position.

Personal Tax Webinar

December 11, 2025 | 2:00 p.m. EST

For individuals and families, this session offers key insights to strengthen your year-end and long-term financial plans. You’ll learn about:

• Legislative changes that may affect your 2026 tax outlook
• Retirement and investment strategies to reduce taxable income and build long-term savings through company and individual retirement plans
• Estate and gift-tax planning for wealth preservation
• Smart moves in charitable giving and income timing

One hour of CPE is available for financial professionals.