Optimize Your 2025 Tax Plan with Election Insights

The outcome of the November election will shape the legislative agenda and U.S. economic policy for 2025 and well into the future. Join CBIZ for an insightful roundtable discussion on the outcome of the U.S. presidential race and the balance of power in Congress.

A keynote speaker and CBIZ tax professionals will discuss the election results, their affect on critical tax planning strategies and additional tax updates. Whether you’re an individual taxpayer, business owner or tax professional, this roundtable will equip you with the knowledge and confidence to make informed decisions, helping you efficiently navigate the complexities of 2025 tax planning.

Key topics will include:

• Understanding election outcomes and their impact on potential 2025 tax law changes
• Optimize tax planning – identifying tax-efficient strategies to maximize deductions and credits and minimize AGI
• Anticipating and planning for the sunsetting of key Tax Cuts and Jobs Act (TCJA) provisions
• Effective estate and gift planning
• Q&A with tax pros

Speakers:

• David Levi - Tax Managing Director
• Bill Smith - Managing Director, National Tax Office
• Naomi Ganoe - Tax Managing Director

Course Objectives

After completing this course, you will be able to:

• Master 2025 tax law changes, understanding their current and future impact
• Leverage individuals’ year-end tax planning strategies
• Identify business year-end tax planning strategies
• Conduct estate and gift planning
• Identify 2025 sunsetting terms – future tax planning opportunities

Other Webinar Details:

• CPE: This roundtable is eligible for 2.4 CPE credits in Tax
• Prerequisites: None
• Advance Preparation: None
• Program Level: Overview - Professionals at all organization levels
• Delivery Method: Group Internet-base

If you require a reasonable accommodation in order to participate in this event, please email [email protected] or call (816)841-4025.

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit. We may be unable to offer CPE certificates to those who log into the webinar using:

• GoToWebinar Instant Join
• iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)

If you would like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CBIZ, Inc. 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 the 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.learningmarket.org.

**CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, and works closely with CBIZ, a business consulting, tax and financial services provider. CBIZ and CBIZ CPAs are members of Kreston International Limited, a global network of independent accounting firms.