Tax Tactics: 2025 Year-End Tax Planning for You & Your Family

From shifting income thresholds to revamped credits and deduction limits, new federal tax legislation is rewriting the rules of individual tax planning. Whether you’re a high-income earner, managing household finances, or planning for retirement, it’s essential that you reevaluate your strategy.

CRI’s Tax Tactics: 2025 Year-End Tax Planning for You & Your Family webinar is a live, CPE-eligible webinar designed to help you maximize tax-saving opportunities before December 31. Our team of experienced tax advisors will walk you through critical updates, highlight new personal planning strategies, and offer practical, actionable insights to help you reduce liabilities and make this planning season smooth for you and your family.

Live attendees are eligible to receive 1 CPE credit.

Date

November 13, 2025

Time

10:00 am - 11:00 am

CDT

Organizer

Carr, Riggs & Ingram

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

CPE Information

Field of study: Taxes
Number of CPE credits offered (hours): 1
Prerequisites: No prerequisites required
Advanced Prep: No advanced preparation required
Program Level: Basic
Delivery Method: Group Internet Based

Refunds: No fee. For more information regarding refund, concerns, and program cancellation policies, please contact [email protected].
Attendance Requirements: In order to be awarded full credit(s), you must respond to a minimum of 3 polling questions asked during the program and attend the webinar for a minimum of 50 minutes. Correct poll answers are not required to receive full credit.

CRI Advisors, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.