Partner & CPA Bhakti Suba and Client Services Manager Arianna Gonzalez hosted a live session on Smart and Strategic Year-End Tax Planning. As 2025 came to a close, the session helped attendees make the most of the remaining weeks to optimize their tax position before year-end opportunities expired.

Bhakti and Arianna shared practical strategies for both businesses and individuals, including maximizing deductions, accelerating expenses, optimizing payroll and equipment purchases, and leveraging retirement contributions. They also covered timely moves such as using Section 179 deductions, navigating reduced bonus depreciation, and making charitable donations or prepayments to lower taxable income.

Whether for business owners or individual taxpayers, the webinar provided actionable insights to help reduce tax burdens and strengthen financial positions heading into 2026.

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