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.

Other Events You May Be Interested In

Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.