2025 Year-End Tax Planning Guide for Individuals

What tax planning approaches can individuals consider to help identify savings opportunities, address potential risks, and adapt to changes in the tax landscape?

With the passing of the One Big Beautiful Bill Act (OBBBA), the Federal Reserve cutting interest rates, and inflation showing signs of moderating, tax planning remains as important as ever for taxpayers seeking to manage cash flows and reduce their tax liabilities over time. 

As we approach the end of the year, now is the time for individuals, business owners, and family offices to review their 2025 and 2026 tax situations and identify opportunities for reducing, deferring, or accelerating their tax obligations. Download the guide and make informed decisions as you close out 2025 and prepare for the year ahead.