Crack the Code: Your 2025 Year-End Tax Playbook

Navigate 2025 tax law changes with expert insights and practical planning strategies.

With the year ending soon, now is the time to make high-impact tax moves. Recent legislation — including the One Big Beautiful Bill Act — has introduced changes that impact deductions, credits, compliance and planning opportunities. Acting now can help you avoid missed deadlines and save money.

In this session, you will gain clarity on what’s changed, what’s urgent and what strategic businesses should prioritize now. You’ll walk away with a clear checklist and practical insights to guide you through upcoming business tax decisions.

Who Should Attend

Business Owners, CFOs and Tax Executives

Learning Objectives:

• Identify key provisions in the One Big Beautiful Bill Act and other new legislation
• Define year-end tax strategies around deductions, credits, SALT and more
• Apply a year-end checklist to avoid costly oversights
• Recognize when to engage a tax advisor for tailored planning

Speaker

• Casey Pelech, Tax Partner, Armanino Advisory LLC
• Katrina Perlewitz, Tax Partner, Armanino Advisory LLC
• Kelvin So, Tax Partner, Armanino Advisory LLC