Discover key 2025 year-end tax planning strategies designed to help individuals, families, and estates reduce tax liability and take advantage of new opportunities under the One Big Beautiful Bill Act (OBBBA). In this video, Cherry Bekaert’s Tax team breaks down the latest IRS guidance, highlights important 2025 and 2026 tax law changes, and shares actionable steps for maximizing savings before year-end.
You’ll learn how to navigate updates to federal tax laws, charitable giving rules, gifting limits, and estate planning considerations — all designed to help you stay ahead of upcoming changes. Whether you’re preparing your personal taxes or managing trust and estate planning, this guide will help you make informed financial decisions before 2025 comes to a close.
What You’ll Learn:
- 2025 year-end tax planning strategies for individuals
- How OBBBA impacts personal, trust, and estate taxes
- Key IRS guidance and tax law updates for 2025 and 2026
- Tax-saving opportunities through gifting and charitable giving
- Planning considerations for trusts and estates
