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Year End Tax Planning for Individuals: Inside Our Guide

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Year End Tax Planning for Individuals: Inside Our Guide

Proper year-end tax planning can help reduce your income tax and estate tax burden. How has the One Big Beautiful Bill Act (OBBBA) changed the landscape? Here’s an inside look at our 2025 Year End Tax Planning Guide for Individuals to help you prepare for 2026 and beyond.

By Laura H. Yalanis November 11, 2025

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