Incorporating active tax planning to your clients can set you apart from the crowd. While client situations are unique, get the rundown of what can impact them for the 2025 tax year, including the most notable changes to rates and limits and important legislation changes on the horizon.
Speakers:
- Thomas Stedman, CFP®, EA, Wealth Management Consultant
- Christopher LaBounty, CFP®, CIMA®, Vice President, Advisor Consultant
