Year-end Tax Planning Strategies for Individuals and Small and Medium-sized Businesses (YETI)

2025 is particularly important for tax planning because of the possibility of significant tax law changes. Individuals and business owners should review their 2025 and 2026 tax situations and identify opportunities for reducing, deferring, or accelerating tax obligations. This program examines options individual and business clients have to reduce upcoming tax liabilities while taking into account any new planning opportunities.