Year-End Tax Planning for Private Clients
Recording
1.0 CPE Credit
in Tax
As the year draws to a close, private clients and their advisors have a unique opportunity to assess their financial landscape and set the stage for long-term success. This webcast goes beyond traditional tax planning, offering practical insights into strategic year-end actions and future-focused opportunities.
BDO professionals will share guidance on identifying actionable steps before December 31, addressing common blind spots, and navigating key considerations such as charitable planning, estate plan reviews, and recent changes to tax law, including 1202 and OBBBA impacts. Attendees will gain advice to approach year-end planning with confidence, clarity, and a focus on both immediate and future financial goals.
Learning Objectives:
After participating in this session, attendees will be able to:
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Identify actionable year-end tax planning strategies for private clients in light of upcoming legislative changes.
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Evaluate the impact of recent tax law changes on current structures and strategic planning decisions.
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Recognize supplemental planning opportunities for future growth, including family office structures, ownership alternatives, and legacy assessment.
Delivery: Group Internet Based
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Notes on Registration
The first time you register, you may be prompted to enter your email and a verification code. You will receive an email confirmation with a calendar appointment for the event. Please DROP the registration out of your BDOU “MY LEARNING” account page if you are no longer able to attend.
Information about CPE Eligibility
To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.
Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.
For questions regarding CPE credit, please contact [email protected].
BDO USA, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org