Essential Tax Moves to Make Before 2025 Ends
Featuring insights on the newly passed “Big Beautiful Bill” tax changes

With 2025 winding down and sweeping new tax legislation reshaping the landscape, now is the time to take proactive steps to secure your financial future and maximize your tax savings before key provisions take effect.
Join us for an insightful webinar led by Nicole Green, a tax advisor from Robert Hall & Associates, where we’ll walk you through strategies that combine timeless year-end planning with the latest updates from the new tax bill. Learn how to adapt to the evolving tax code and position yourself for success in 2026 and beyond.

What We’ll Cover:

• Year-End Tax Strategies Under the New Law: Why reviewing your tax situation before December 31st is more important than ever for optimizing your tax position.
• The Top 10 Changes That Could Affect Your Wallet: A breakdown of the most significant updates from the “Big Beautiful Bill” and how they may impact individuals, families, and business owners.
• W-4 Withholding Optimization: Fine-tune your withholdings to stay compliant with the latest IRS updates and avoid year-end surprises.
• Mortgage Interest Deductibility: How new thresholds and limitations could affect your home or investment property deductions.
• Estimated Tax Payments: How to plan ahead under the new tax brackets and deduction rules to manage your cash flow and avoid penalties.
• Retirement Planning Adjustments: 401(k)/IRA vs. Self-Directed IRA/Solo 401(k) — which is most advantageous under the new legislation?

Don’t miss this opportunity to gain clarity on how the new bill affects your income, investments, and future tax strategy, so you can make confident, informed moves before the year closes.