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The 2025 tax bill introduces some of the most significant changes to the tax landscape in years, especially for those navigating retirement or approaching it with complex income, investments, or legacy goals in mind.

You’ll learn how to make the most of the current tax code while preparing for what’s ahead.  An experienced financial advisor and IRS Enrolled Agent (EA) will break down the key changes: sunsetting provisions from the 2017 tax law, updated capital gains and deductions, and new estate and gifting rules. Along with strategies for tax bracket management, Roth conversions, income timing, and protecting your retirement income.

Leave with actionable ideas and a clearer view of how to align your planning with the evolving tax code.