It’s Not Too Late: Post–Year-End Tax Opportunities for 2025 

Tax planning does not end December 31. For many individuals and business owners, there are still meaningful opportunities to make a difference. 

The February 4 It’s Not Too Late: Post–Year-End Tax Opportunities for 2025 event featured practical strategies to reduce your 2025 tax liability and prepare for what’s coming in 2026.

Our speakers walked through post–year-end opportunities that are often overlooked, how recent changes in tax law may influence your planning decisions, and a simple way to think about tax strategy beyond just filing a return. 

Participants gained practical guidance for aligning their tax strategy with broader financial goals and a better understanding of how early planning can reduce uncertainty in the year ahead.