2024 Tax Year in Review — Presentation for Clients
Nov 07, 2024
22.8 MB
Year-End Tax and Financial Planning Toolkit
Proactively engaging with clients at the end of the year is the ideal time to help them capitalize on their financial activities and build solid strategies.
The PFP and Tax Section have gathered a collection of tools to help tax practitioners and CPA financial planners better facilitate the year-end planning process with their clients.
Featured resources
Tax Practice Quarterly: 2026 Busy Season Readiness
Join us on Dec. 10, 2025, where we will cover the latest in taxation to prepare you for the approaching tax season. Gain insights on new legislative measures and end-of-year tax implications for individuals and businesses.
Tax Practice Quarterly: 2026 Busy Season Readiness
Join us on Dec. 10, 2025, where we will cover the latest in taxation to prepare you for the approaching tax season. Gain insights on new legislative measures and end-of-year tax implications for individuals and businesses.
Year-end tax and financial planning resources
Client letters
News and articles
Annual inflation adjustments announced for tax year 2026, The Tax Adviser, Oct. 9, 2025
2025 tax software survey, The Tax Adviser, Aug. 30, 2025
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