Year-End Tax Planning Letter for Individual Clients
Nov 06, 2025
44.6 KB
Year-End Tax and Financial Planning Toolkit
Proactively engaging with clients at the end of the year is the ideal time to help them capitalize on their financial activities and build solid strategies.
The PFP and Tax Section have gathered a collection of tools to help tax practitioners and CPA financial planners better facilitate the year-end planning process with their clients.
Year-End Planning Through the Lens of H.R. 1 | Webcast archive
This session aimed to equip personal financial planners with actionable insights for 2025 year-end planning in light of H.R. 1, the law known as the One Big Beautiful Bill Act (OBBBA). Explore how to capture new opportunities introduced by the legislation.
Year-End Planning Through the Lens of H.R. 1 | Webcast archive
This session aimed to equip personal financial planners with actionable insights for 2025 year-end planning in light of H.R. 1, the law known as the One Big Beautiful Bill Act (OBBBA). Explore how to capture new opportunities introduced by the legislation.
Year-end tax and financial planning resources
Client letters
News and articles
Government withdraws defense of retirement fiduciary rule, The Tax Adviser, Dec. 5, 2025
Inflation adjustments to retirement account limits issued for 2026, The Tax Adviser, Nov. 13, 2025
Annual inflation adjustments announced for tax year 2026, The Tax Adviser, Oct. 9, 2025
2025 tax software survey, The Tax Adviser, Aug. 30, 2025
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