Optimize Your 2025 Tax Plan with Election Insights
The outcome of the November election will shape the
legislative agenda and U.S. economic policy for 2025 and well into the future.
Join CBIZ for an insightful roundtable discussion on the outcome of the U.S.
presidential race and the balance of power in Congress.
A keynote speaker and CBIZ tax professionals will discuss the election results, their effect on critical tax planning strategies and additional tax updates. Whether you’re an individual taxpayer, business owner or tax professional, this roundtable will equip you with the knowledge and confidence to make informed decisions, helping you efficiently navigate the complexities of 2025 tax planning.
Key topics will include:
- Understanding election outcomes and their impact on potential 2025 tax law changes
- Optimize tax planning – identifying tax-efficient strategies to maximize deductions and credits and minimize AGI
- Anticipating and planning for the sunsetting of key Tax Cuts and Jobs Act (TCJA) provisions
- Effective estate and gift planning
- Q&A with tax pros
Speakers:
- David Levi - Tax Managing Director
- Bill Smith - Managing Director, National Tax Office
- Naomi Ganoe - Tax Managing Director
- Andrew Finkle, Tax Managing Director, National Tax Office
- Jo Anna Fellon, Tax Managing Director, Private Client Services
- Ed Reitmeyer, Tax Managing Director, Business Services (moderator)
Special Keynote Address:
Andrew Duehren, Tax Policy Reporter, New York Times
Andrew Duehren follows the decisions policymakers in Washington make about taxes - laws passed in Congress and rules set by the IRS. He also explores how taxes shape behavior across the economy.
Course Objectives
After completing this course, you will be able to:
- Master 2025 tax law changes, understanding their current and future impact
- Leverage individuals’ year-end tax planning strategies
- Identify business year-end tax planning strategies
- Conduct estate and gift planning
- Identify 2025 sunsetting terms – future tax planning opportunities