Close Strong: Year-End Planning for Leaders

Before the calendar flips to 2026, make sure your organization isn’t leaving money on the table. Watch our fast-paced, insight-packed on-demand session designed to help you close the year with confidence and clarity. 

We’ll share updates on tax deductions you might be missing — including real-life examples of clients who have saved thousands of dollars already this year. 

At the end of this video, you will be able to:

• Recognize how to avoid year-end reporting scrambles
  • 1099s
  • Tips and overtime reporting
  • Closing the year-end books
• Recall forecasting and cash flow planning methods
  • Cash basis tax planning
  • Accounting method considerations
• Identify how to set up systems to work smarter in 2026
  
  • What to automate and delegate
• Recall retirement plan setup and funding options before year-end
• Identify year-end strategic tax moves
  
  • Depreciation strategies, including bonus depreciation and Section 179
  • Qualified production property
  • Research and development (R&D) strategies, including Section 174 planning

Who should watch

This session is designed for business owners, organization leaders, CEOs, CFOs, controllers, and other professionals interested in year-end planning.