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
Registration & Networking
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
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
Cocktail Reception