Year-End Tax Planning: Actions Before December 31

The most effective year-end tax planning starts with understanding where you are today. Before evaluating specific strategies, businesses and individuals need a clear view of projected taxable income, cash flow, significant transactions, and other decisions that may affect their tax position.

We're continuing our CLA Outlook: Tax Perspectives webinar series with a discussion on the year-end planning decisions facing businesses and individuals. Host Carey Heyman welcomes Reed Matthews, Susan Roberts, and Jeff Fitzgerald to share perspectives from CLA's individual, business, and specialty tax practices.

Drawing on their work with clients throughout the year, the speakers will discuss how they approach year-end planning, the questions they encourage clients to consider, and the factors that often influence planning decisions as the year comes to a close.

You’ll have the opportunity to:

• Explore the questions advisors and clients are discussing as year-end approaches
• Evaluate planning considerations from individual, business, and specialty tax perspectives
• Understand how timing, structure, and coordination can influence planning decisions
• Recognize where additional analysis or action may be warranted before year-end

Who should attend

This webinar is designed for business owners, executives, investors, family office professionals, and individuals seeking practical insights into year-end tax planning decisions.

Questions?

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