Tax Planning Strategies for 2025

Taxes play a big role in your financial picture. Whether it’s income, investments, retirement savings, or estate planning, taxes affect nearly every aspect of your financial life. With effective planning, you can proactively understand your options to keep more of what you’ve earned. In this session, Chief Planning Officer Jeffrey Levine will share insights on last-minute tax strategies for 2024 and provide a framework for addressing key tax planning priorities in 2025.

We'll cover:

• Last-minute tax opportunities for 2024: Explore strategies for optimizing contributions to individual retirement accounts (IRAs), health savings accounts (HSAs), and business owner retirement plans.
• Understanding estimated taxes, penalties, and payments: Gain clarity on the rules around estimated tax penalties, tax liabilities, withholdings, and payments.
• Tips and tricks for making tax payments: Discover practical guidance to mitigate the impact of tax payments.

This session will equip you with the tools and knowledge to approach 2025 with confidence and maximize your tax efficiency.