20-Minute Speed Webinar
2025 Tax Planning in 20 Minutes
Thursday, February 13th
12:00 PM ET
Speakers

Thomas Stedman, CFP®
Wealth Management Consultant

Christopher LaBounty, CFP®, CIMA®
Vice President, Advisor Consultant
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Webinar Overview
Integrating tax planning into your practice can help you add greater value and deepen client relationships. While client scenarios will be different, knowing the key changes and opportunities for the 2025 tax environment is the place to start.
In just 20 minutes, get expert insight into the most notable changes impacting your clients and how to advise them on tax planning so they can remain strategic in their financial journey.
Unable to attend?
You can still register and we'll send you the recording once it's available.
In 20 minutes, you'll learn...
The most meaningful changes in 2025 and how to address them | |
Strategies to address shifts in tax rates, estate tax thresholds, and retirement contribution limits. |
Practical approaches to help your clients navigate uncertainty and optimize their financial plans |
Who we are
We strive to offer excellence in investment management and to be a valued extension of your team. We have a broad range of research competencies including deep fundamental research, quantitatively-based smart beta, and specialized strategies for asset class alpha opportunities.
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Interested in learning more about our solutions or want to chat with a member of our team? Schedule a call with us today to learn more.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.