Navigating Year-End Tax Planning and New Regulations…Never Too Early, But Is It Too Late?

No matter where you are in your career — whether you’re just starting out or have an established practice — this workshop is designed to help you navigate year-end financial planning opportunities. Join us as we explore the latest tax regulations, key strategies for optimizing tax positions, and practical steps to close out 2025 on a strong financial note.
Course Objectives:

• Year-End Financial Steps: Learn practical actions to close 2025 on a strong financial note and set a solid foundation for the new year.
• Latest Tax Regulations: Stay informed about the most recent changes and how they impact your financial planning.
• Tax Optimization Strategies: Discover key methods to help optimize your tax positions and minimize liabilities.
• Retirement Planning: Plan for a secure and comfortable retirement with tailored strategies from Earned Wealth.
• Wealth Management: Explore effective wealth management techniques to grow and protect your assets.