End-of-Year Tax Planning and What to Expect in 2025
As the year comes to a close, now is the perfect time to gift yourself some tax savings. If 2024 brought changes—whether a new job, a new spouse, or other significant life events—your tax situation may have changed too. Take advantage of this moment to implement tax-saving strategies and set the stage for a financially successful 2025.
Brighton Jones’ Lead Advisor, Melanie Arena, CFP®, and Tax Lead Advisor, Taylor McEuen, CPA, will walk you through practical steps to reduce your tax burden and optimize your financial future. You’ll learn about key year-end tax tools, such as donor-advised funds and retirement savings options, that can help maximize your benefits.
In this webinar, we’ll cover:
- Essential Year-End Tax Moves: Build a plan to make the most of your finances before 2024 wraps up.
- Boosting Your Retirement with Tax-Deferred Savings: Understand how tax-deferred vehicles can supercharge your retirement goals.
- Charitable Giving Strategies: Learn the rules and limits of tax-efficient charitable contributions.
- Looking Ahead to 2025: Get insights into what to consider for the year ahead to stay on top of your tax planning.
Don’t miss this opportunity to finish the year strong and make your money work smarter for you.