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Year-End Tax Strategies for High-Net Worth Individuals

high net worth individuals

On-Demand Details

Watch this on-demand webinar for a comprehensive recording tailored for sophisticated individuals seeking to minimize tax liability and enhance their overall financial and tax enterprise.

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As 2025 draws to a close, it’s more important than ever for High-Net-Worth Private Clients to review and optimize their tax strategies.

This recording covers the latest legislative updates – including key provisions from the newly enacted One Big Beautiful Bill Act (OBBBA) and provides actionable planning techniques to help you stay compliant and maximize efficiency.

Define actionable steps private clients can take before the year ends to optimize tax position

Assess the latest tax regulations, including OBBBA impact, and how they impact private clients

Explain various strategies to reduce taxable income and maximize deductions

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View this on-demand webinar for a concise overview designed for individuals looking to lower tax liability and enhance their financial strategy.

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Featured Speakers

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emily smikal headshot
Emily Smikal
Partner
Houston, TX
Anthony-Pagano
Anthony Pagano
Service Leader
Providence, RI

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