2025 Year-End Individual Tax Planning: Key considerations and strategies
Year-end is a great time to review and reassess your larger financial goals and priorities, and how you can achieve them in a tax-efficient way. OBBBA has resulted in many changes to our tax code, some taking effect in 2025; others will take effect in 2026, but may inform your 2025 year-end planning decisions. We encourage you to reach out to your BNN tax advisor or a member of our private client services team to learn more. Download our checklist to review a few things to keep in mind as you have year-end discussions with your advisor.
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Our high-net-worth private client team partners with clients to understand and address their specific situation and goals. We are accessible and responsive, consistently providing first-class service for each generation of the individuals and families with whom we work.
Disclaimer of Liability: This publication is intended to provide general information to our clients and friends. It does not constitute accounting, tax, investment, or legal advice; nor is it intended to convey a thorough treatment of the subject matter.
