With year-end approaching, now is the time to review your tax position, identify savings opportunities, and prepare for 2027. The One Big Beautiful Bill Act (OBBBA), changes to longstanding Tax Cuts and Jobs Act (TCJA) provisions, and ongoing implementation of SECURE Act 2.0 continue to shape planning decisions for individuals and businesses.

Join Anthony Mangiarelli, Laura Yalanis, and Joseph Tamburo for a practical Q&A-style discussion focused on what these developments mean for you, and what actions to consider before December 31. They’ll highlight key tax updates, year-end planning opportunities, and considerations for 2027 and beyond. Topics will include:

• OBBBA provisions: Key tax changes affecting individuals and businesses, upcoming effective dates, and important year-end planning considerations
• Individual and estate tax planning: Planning opportunities under TCJA provisions extended or modified by OBBBA, including individual income tax rates, the increased standard deduction, and estate and gift tax exemptions
• SECURE Act 2.0 updates: Required Minimum Distributions (RMDs), Roth catch-up contribution requirements, student loan matching, and other retirement planning considerations
• IRS guidance and compliance: Recent guidance, developments surrounding the Employee Retention Credit (ERC), and other IRS focus areas
• Business planning considerations: How current economic conditions may influence tax and financial decisions for the year ahead
• Year-end tax-saving strategies: Practical steps to consider before December 31 to help reduce your tax burden and position yourself for 2027

Whether you’re a business owner or an individual taxpayer, you’ll leave with a clearer understanding of the changes affecting you and practical planning considerations to discuss with your advisors before year-end.