Please read our important disclosures below.
In Newport Capital Group’s recent webinar, Year-End Planning: Key Tax Updates for 2025, Jocelyn Venables, AIF®, CFP®, and CohnReznick’s Shaune Scutellaro, CPA shared practical strategies to help individuals and businesses prepare for upcoming changes and make informed decisions as the year wraps up.
The session covered several crucial topics, including:
- End-of-Year Steps: Important considerations for year-end tax planning.
- 2025 Tax Brackets: Updates to inform planning for the current year.
- Expiring Tax Provisions: Understanding the impact of the 2025 sunset.
- Post-Election Changes: Potential shifts to keep on your radar.
While the window for 2024 year-end actions has closed, this replay offers guidance to help you plan effectively for the year ahead.
As always, for further assistance or to discuss your specific situation, feel free to reach out to us directly.
Disclosures
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. In addition, information presented in this presentation is believed to be factual and up to date, but Newport Capital Group, LLC does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.
This presentation includes forward-looking statements and opinions, including descriptions of anticipated market changes and expectations of future activity. Forward-looking statements and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. In addition, all expressions of opinion are subject to change without notice in reaction to shifting market conditions. Therefore, undue reliance should not be placed on such forward-looking statements and opinions.
Historical performance results for investment indices are provided for general educational purposes only. Indexes are unmanaged, do not incur fees or expenses (which decrease historical performance returns), and cannot be invested in directly. Therefore, it should not be assumed that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Newport Capital Group, LLC) or product will be profitable or equal the corresponding indicated performance level(s).
Investing involves risk including a total loss of the principal amount invested. In addition, diversification strategies do not ensure a profit and do not protect against losses in declining markets.
Past performance is not indicative of future returns.