Recent Event: Year-End Planning: Tax and Estate

As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.

About Event:

In this exclusive webinar, Janney explored changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:

Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes

We broke down the new tax landscape and planning strategies for your long-term financial goals. Watch the video below to gain expert insight into the impact of the tax rules and how they affect you.

Featuring:

Jay Guyer, J.D., CFP® | Vice President, Senior Financial Planner

Kathleen Stewart, J.D., AIF® | Vice President, Senior Financial Planner

Event Recording:

Did you miss the live event? Watch the recording above.

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