Make the Most of Your Year - The Importance of Reviewing Your Tax Return

Do you know how valuable it is to review last year’s tax return?

In our recent webinar, “Make the Most of 2025: Essential Year-End Options to Consider,” we covered key year-end documents and accounts to review before December 31. One area that’s often overlooked is your tax return. With new legislation like the OBBB, it’s helpful to understand which updated deductions or rules may apply to you. Going over your return can also give you a clearer estimate of your 2025 taxable income and whether year-end charitable gifting makes sense for you.

Don’t underestimate the impact of reviewing your tax documents before year-end.

Watch the on-demand webinar to learn more: https://hubs.li/Q03VpyZp0