Unlock Valuable Financial Planning Opportunities With the New Tax Law
Join CLA's Private Client Services (PCS) complimentary webinar to learn about financial planning and tax management opportunities that have emerged following the enactment of the new tax law.
The webinar will cover:
- Overview of the One Big Beautiful Bill Act and its implications for planning
- Financial planning strategies under the new tax law, including:
- Donor-advised funds: How to set up and use donor-advised funds to enhance charitable contributions and receive immediate tax benefits
- Estate planning: Strategies to manage estate taxes and be sure your assets are distributed according to your wishes
- Retirement planning: Adjustments to retirement savings plans to take advantage of new tax incentives
- Investment opportunities: Identifying tax-efficient investment options that align with the new law
- Income tax planning: Strategies to manage tax liabilities for families and businesses
- Tax-loss harvesting: Strategies to offset capital gains with losses to reduce taxable income
- Steps to take before the end of the year to enhance benefits
Speakers
- Brian D’Orazio, Managing Principal of Seamless Growth, CliftonLarsonAllen Wealth Advisors, LLC
- Michael Prinzo, Managing Principal of Service – Tax
Questions?
Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.See the event web page for more details.
Can't make the webinar?
Fill out the registration and you’ll receive an email with the webinar recording and slides following the event. Also, check out our event calendar to see what else is happening.
Unlock Valuable Financial Planning Op...
Date and Time
Tuesday Sep 16, 2025
9:00 AM - 10:00 AM PDT
