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

On Saturday, June 7th, we held a Shred-it Event in our office parking lot. We were able to accumulate over 520 gallons of old statements and documents for our clients. Thanks to everyone that came out and joined us for Coffee and Doughnuts. We hope to do this again in the future !!

On September 11th and 12th, Beth attended the Janney Women's Advisor Forum near our home office in Philadelphia, PA to expand her network with many inspiring Janney Colleagues from around the Country and gain good insight and the forward moving direction of Janney Leadership and our partnership with KKR to help grow and nurture her practice and better serve her clients and her community.

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