Tax Tactics: 2025 Year-End Tax Planning
2025 has brought sweeping tax changes — and whether you’re managing a business or your household finances, now’s the time to get your year-end strategy in place.
CRI’s Tax Tactics webinar series delivers the insights you need to make smart, compliant, and potentially money-saving decisions before year-end. Each session is led by CRI’s experienced tax advisory team members.
Tax Tactics: 2025 Year-End Tax Planning for You & Your Family
Thursday, November 13th, 2025
10:00 – 11:00 a.m. (CT)
From shifting income thresholds to revamped deductions and credits, this session covers the must-know changes affecting high-income earners, retirees, and families. View this session to discover what you can still do before year-end to minimize liability and safeguard your future.
Learning Objectives
After attending this webinar, participants will be able to:
- Evaluate the key individual tax law changes introduced by the One Big Beautiful Bill Act
- Identify year-end strategies for income timing, retirement contributions, and charitable giving
- Analyze how new thresholds and deductions may affect filing status and tax liability
- Take proactive steps to reduce tax exposure, avoid penalties, and set 2026 up for success
Tax Tactics: 2025 Year-End Tax Planning for Your Business
Thursday, November 13th, 2025
2:00 – 3:00 p.m. (CT)
With new federal tax legislation to consider for 2025 and beyond, this session focuses on key planning strategies for businesses and organizations, including new deductions, deferrals, risk mitigation, and entity-level considerations that could significantly impact your 2026.
Learning Objectives
After attending this webinar, attendees will be able to:
- Evaluate the major tax changes introduced by the One Big Beautiful Bill Act and their implications for businesses
- Identify impactful year-end planning strategies to reduce taxable income and preserve cash
- Analyze how evolving tax policy affects entity structure, depreciation, and credits
- Apply year-end planning techniques to stay compliant, mitigate risk, and maximize long-term savings