Explore the planning opportunities, life transitions, and financial decisions many individuals, families, and business owners are evaluating prior to year-end.
As the year draws to a close, many individuals and families take stock of decisions that can carry financial, tax, and estate planning implications well beyond the current year. Recent tax law changes, evolving retirement and charitable giving considerations, family wealth transfer goals, and major life events often create opportunities to revisit existing plans and evaluate what may deserve attention before another year begins.
Join AAFCPAs and AAF Wealth Management for our annual Individual & Family Tax and Wealth Webinar as our advisors discuss the developments, planning opportunities, and considerations shaping conversations with individuals, families, investors, and business owners today.
This year’s discussion will focus on topics receiving significant attention, including recent tax law developments, planning opportunities before year-end, retirement and charitable giving strategies, estate and trust planning considerations, succession planning, and practical guidance on evaluating widely discussed tax strategies and planning ideas.
What: Individual/Family Tax and Wealth Webinar
When: October 29, 2026, 12:00 – 1:00 PM ET
Where: This is a live virtual event.
Many year-end planning decisions extend well beyond December 31. Charitable giving strategies, retirement distributions, estate planning updates, beneficiary designations, and family wealth transfer plans often become more consequential when considered within the context of recent tax law changes and long-term financial objectives.
The discussion will address practical considerations that frequently arise as individuals and families revisit existing plans, prepare for future life transitions, and evaluate opportunities available under current tax law. Attendees will also hear perspectives on succession planning for business owners, planning considerations for parents of college-age children, and several tax strategies receiving increased attention online.
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