Year-End Tax Strategies for High-Net Worth Individuals
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.
View this on-demand webinar to:
- 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.