Year-End Tax Strategies

Join EisnerAmper for our annual two-part webinar series on key year-end tax planning strategies. Our professionals cover the latest federal, state and local, and international developments and the planning opportunities they create for individuals, families, and businesses before December 31. 

Part I | Planning for Individuals & Families

November 4 | 12:00 - 1:30 p.m. (ET)

Discover the income tax considerations you can act on now to help reduce your 2026 tax liabilities. This session covers the latest developments in individual income and estate and gift tax planning, including changes under the One Big Beautiful Bill Act and the opportunities they create to preserve wealth, and offers an overview of charitable planning strategies to help you align your giving with your financial goals.

Learning Objective: Discover the income tax considerations you can act on now to help reduce your 2026 tax liabilities.

Learning Outcomes: Participants will be able to:

• Identify key year-end planning moves for individuals, including income deferral or acceleration, loss harvesting, and deduction bunching, in light of recent legislation
• Describe updated estate and gift tax exemption rules and related gifting and trust strategies
• Evaluate charitable giving vehicles and timing strategies, including donor-advised funds, gifts of appreciated securities, and charitable trusts. Understand the retirement, credit, and income phase-out considerations that influence individual year-end planning 

Speakers:

• Derek Dockendorf | Partner
• Michelle Kershberg | Director
• Eli Mudrick | Director

Eligible for up to 1.5 CPE credits in Taxes

Part II | Planning for Businesses

November 4 | 2:00 - 3:30 p.m. (ET)

Gain clarity on the latest federal, state and local, and international tax developments. Our tax professionals will help you identify timely, actionable strategies to reduce your 2026 income tax liabilities and position your organization for long-term success.

Learning Objectives: Participants will develop an understanding of the federal, international, and state and local tax law changes shaping 2026 year-end planning for businesses and their owners and build awareness of strategies to manage 2026 tax liability across entity types and jurisdictions.

Learning Outcomes: Participants will be able to:

• Identify federal business planning opportunities for 2026, including 100% bonus depreciation, IRC Sec. 179 expensing, the Qualified Business Income deduction, Section 1202 QSBS, and IRC Sec. 174A R&D expensing 
• Describe the international tax changes affecting multinational structures, including tax consequences of tariff refunds, GILTI-to-NCTI and FDII-to-FDDEI transitions and foreign tax credit updates 
• Evaluate state and local tax considerations, including state conformity to the One Big Beautiful Bill Act, market-based sourcing updates, and pass-through entity tax elections 
• Understand year-end accounting method, business interest limitation under Section 163(j), and loss limitation planning considerations 

Speakers:

• Gary Bingel | Partner
• Dean Peterson | Partner
• Goran Vukicevic | Partner

Eligible for up to 1.5 CPE credits in Taxes