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"Optimizing Through Change: 2025 Year-End Tax Planning"

There's still time to optimize your tax plan. The passing of the OBBBA made permanent some provisions and added some entirely new wrinkles to tax planning. Find out what strategies might help you.

There's still time to optimize your tax plan. Find out what strategies might help you. In this easy-to-read but comprehensive guide, we'll review:

• Managing your Standard & Itemized deductions
• Temporary Enhanced Senior Deduction
• Charitable Planning
• What’s New? Planning for 2026
• Donor-Advised Funds
• Qualified Charitable Distributions
• Maximizing Retirement Plan Contributions
• Roth Conversions
• RMDs
• Tax-Loss Harvesting
• Education Funding
• Estate & Gift Taxes

We’ll also discuss the impact of the OBBBA, which made some tax provisions permanent while adding some entirely new wrinkles to tax planning.

Offered Free by: Annex Wealth Management
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