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2025 Year-End Tax Seminar

Wednesday, November 19, 2025 2:30 pm - 6:30 pm

2:30pm – 3:00pm Registration
3:00pm – 5:30pm Tax Seminar
5:30pm – 6:30pm Cocktail Reception

The Alloy Hotel
301 W. Dekalb Pike, King of Prussia, PA 19406

We hosted our annual tax seminar with planning updates for individuals and businesses, a state and local tax update, and year-end tax planning and filing considerations.

Agenda items included:

  • Planning updates for individuals and businesses, including strategic considerations arising from the One Big Beautiful Bill Act
  • State and local tax developments
  • Section 1202 Qualified Small Business Stock opportunities
  • Year-end tax planning and filing considerations
  • Gifting and estate planning

Watch the videos from the presentation:

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