Individual/Family Tax and Wealth Preservation Webinar 2025: Watch our Webinar OnDemand

2025 Individual and Family Tax and Wealth Preservation Webinar

Protect and grow personal wealth with strategies from AAFCPAs’ 2025 Individual and Family Tax and Wealth Preservation webinar. Gain insights on preserving assets, managing evolving tax rules, and preparing for changes in estate and retirement planning.

In this session, you will learn:

• Key income tax considerations from the Big Bill, especially strategies that must be implemented prior to year end
• Which tax-triggering events to monitor
• Strategies to reduce tax liability
• How tax legislation, interest rates, and inflation affect the markets and your short- and long-term personal financial plan
• Approaches to strengthen wealth preservation and asset protection, including estate and trust planning techniques