Navigating Year-End Planning and New Tax Regulations

Navigating Year-End Planning and New Tax Regulations
Never Too Early, But Is It Too Late? (In-person)

No CEU • Member Price: Complimentary to SDDS Members

No matter where you are in your career — whether you’re just starting out or have an established practice — this workshop is designed to help you navigate year-end financial planning opportunities. Join us as we explore the latest tax regulations, key strategies for optimizing tax positions, and practical steps to close out 2025 on a strong financial note.

Course Objectives:

• Latest Tax Regulations: Stay informed about the most recent changes and how they impact your financial planning.
• Tax Optimization Strategies: Discover key methods to help optimize your tax positions and minimize liabilities.
• Retirement Planning: Plan for a secure and comfortable retirement with tailored strategies from Earned Wealth.
• Wealth Management: Explore effective wealth management techniques to grow and protect your assets.
• Year-End Financial Steps: Learn practical actions to close 2025 on a strong financial note and set a solid foundation for the new year.

Brett LeMmon, CPA; Thomas Doll (SDDS Vendor Member)

Bio coming soon.

Fillable PDF coming soon »

Terms and Conditions:

Cancellation/Refund Policy
Full refund granted less $25 administration fee, if received in writing 14 days before the class. NO REFUNDS if cancelled within 13 days of the class or for No Shows or for registrations received after that date. Attendee substitutions OK.

Consent to Use of Photographic Images
Registration, attendance and/or participation in SDDS’ courses/events constitutes an agreement by the registrant/sponsor to SDDS’ use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and audio of such events and activities.