Year-end Tax Planning: Timely Strategies for Businesses and Individuals Webinar
November 19 @ 11:00 am - 12:00 pm CST
Webinar | November 19, 2026 | 11:00 AM – 12:00 PM CST | 1.0 CPE
Year-end decisions can significantly affect your 2026 tax position, and the window to act is closing. Join Sikich tax professionals to explore timely planning opportunities for businesses and individuals.
Our presenters will cover recent developments, year-end priorities and how coordinated tax and wealth planning can guide immediate decisions and 2027 goals.
Key topics include:
- Business planning opportunities such as choice of entity, bonus depreciation, Section 1202 QSBS, IRC Sec. 179 expensing and more.
- Assessment of Roth conversions, tax-loss harvesting and other year-end strategies that can impact current taxes and future wealth.
- Charitable planning options, including donor-advised funds, qualified charitable distributions and other approaches to help maximize giving opportunities.
- Emerging developments surrounding unresolved federal and state tax issues that may influence year-end decisions for businesses.
- Trump account and 45F updates as it relates to employers
- Coordinated tax and wealth planning through an integrated business, personal, investment and philanthropic strategy.
Register today for practical insights to help you make informed planning decisions before year-end.