Year-end tax planning is a critical time for both individuals and businesses. The key is to evaluate your overall tax situation and implement the right tactics and strategies that will help you maximize opportunities and stay compliant.
Don’t miss our two webinars offering you targeted insights — including how the One Big Beautiful Bill Act (OBBBA) will add a new dimension to planning this year and beyond. Register now to make the most of your year-end planning!
18
NOV
Making the Most of Year-End Tax Planning for High-Net-Worth Individuals
Tuesday, November 18, 2025
11 a.m. to Noon ET
The One Big Beautiful Bill Act (OBBBA) gives us more certainty — and potential opportunities — as high-net-worth individuals consider year-end tax planning strategies. Now is the time to take advantage of numerous options within the tax code to help reduce your individual tax burden.
Join us as we offer insights and ideas for high-net-worth individuals, including planning for income tax, itemized deductions, investments, charitable endeavors, estate and gift tax, retirement and more.
2
DEC
Making the Most of Year-End Tax Planning for Businesses
Tuesday, December 2, 2025
11 a.m. to Noon ET
As companies navigate the tax code, including new and extended provisions from the One Big Beautiful Bill Act (OBBBA), working with your advisers on year-end tax planning will be imperative to position your entity for success now and in the future.
Join us as we offer insights and ideas for businesses related to tax credits and incentives, deductions, accounting methods, real estate, state and local taxation, tax considerations when selling a business and more.
Additional Information
Cohen & Co is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.