WEBINAR: Year-End Tax Strategies for Individuals 2025

As 2025 draws to a close, make sure your financial decisions align with smart tax planning. This webinar is tailored for individuals and families looking to take proactive steps before year-end to strengthen their tax position.

Whether you're managing investments, planning charitable gifts, or navigating complex family finances, our tax experts will offer clear, actionable insights to help you stay compliant and confident.

Bonus: Bring your questions—our experts will answer them live!

Brendan provides strategic tax consulting for businesses and their owners. Understanding that taxes can be an intimidating topic, Brendan enjoys translating complex tax laws into language his clients can understand. Learn More.

Mark provides dependable assistance and advisement to clients related to income tax, transfer tax, philanthropic, and succession planning matters. Learn More.

As a Senior Manager with 25 years of professional experience, Diana has a broad range of knowledge that allows her to advise clients on a variety of issues and transactions they may encounter when making financial and business decisions. Learn More.

Larry is CSH’s service line leader for the Estate, Gift, and Trust group and works with clients from all over the world. Learn More.