Year-End Tax Planning: Actions Before December 31

CLA Outlook: Tax Perspectives is an ongoing webinar series built to connect timely developments with practical planning conversations.

Hosted by Carey Heyman, Managing Principal of Service – Tax at CLA, each 30-minute session features conversations with CLA leaders and guests on tax, wealth, business, economic, and industry topics.

Use this November session to pressure-test year-end planning decisions while there’s still time to act. Speakers will discuss timing considerations, deductions, capital expenditures, entity-specific opportunities, and taxable income planning.

You’ll have the opportunity to: 

• Prioritize year-end actions that may affect cash flow and taxable income
• Discuss depreciation, capital expenditure, and deduction timing with your advisory team
• Spot planning items that may be easier to address before December 31

Who should attend 

This webinar is designed for business owners, executives, investors, family office professionals, and individuals who want to understand how tax and related developments may affect business, wealth, and family decisions.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.