Don’t Miss Our Tax Planning Webinars

for End-of-Year and Beyond

As we approach the close of 2026, it’s important to make sure your financial and tax strategies are aligned with current law and what’s ahead. This year, our tax experts will host two webinars, one for individuals and one for businesses, to give you timely, practical guidance before year-end.

Year-End Tax Planning for Individuals

Wednesday, December 2, 2026 at 1 PM EST

Your financial decisions today can significantly affect your tax outcome tomorrow. In this session, our advisors will share key insights to help you make the most of year-end planning opportunities.

Topics will include:

• Recent tax law changes and 2026 updates

• Income timing and deduction strategies

• Charitable giving strategies

• Gift, estate, and trust considerations

Year-End Tax Planning for Businesses

Thursday, December 10, 2026 at 1 PM EST

Business tax planning comes with its own complexities, especially with recent law changes. This webinar will give you the tools to minimize liability and maximize opportunity as you prepare for 2027.

Topics will include:

• Recent tax law changes and expiring provisions

• State and local tax considerations

• Depreciation and capital investment strategies

• Pass-through entity planning and tax deferral opportunities