Overview

As 2025 approaches, staying ahead of the ever-evolving tax landscape is crucial. Join us for an insightful forum as we guide you through the latest election and tax updates and key planning strategies.

Whether you’re an individual taxpayer, business owner or tax professional, this session will equip you with the knowledge and confidence to make informed decisions, helping you easily navigate the complexities of 2025 tax planning.

We invite you after for an early holiday gathering with cocktails and appetizers. It’s your opportunity to mix and mingle and ask specific questions of our Tennessee CBIZ and Holland & Knight professionals. 

Agenda

3:00 PM
Registration & Networking
3:30 PM
Year-End Tax Planning for Individual and Business

Moderator

Cathy Werthan, Managing Director, CBIZ

Panelists

Jeffrey Jackson, Managing Director, CBIZ
Jim Lundy, Managing Director, CBIZ
Christine Younger, Associate, Holland & Knight

4:15 PM
Trust & Estate Planning Considerations Leading Up to 2025

Moderator

Aaron Flinn, Partner, Holland & Knight

Panelists

Bryan Jones, Managing Director, CBIZ
Amelia White, Associate, Holland & Knight

5:00 PM
Cocktail Reception