The end of each year brings many tax planning opportunities for financial advisors and their clients. While some tax planning considerations apply each year, from taking the correct RMD to ensuring proper tax withholdings, recent developments including those created by the One Big Beautiful Bill Act (OBBBA), have created unique decision points for 2026 and beyond.
Join Jeff Levine, CPA/PFS, CFP®, Lead Financial Planning Nerd at Kitces.com where he’ll walk through the range of year-end tax-related opportunities and pitfalls for advisors and their clients, as well as key planning topics for advisors to consider as we move into 2026!
In this webinar, advisors will learn:
- How to apply the wide range of year-end tax planning opportunities to a variety of client situations
- How changes to tax rules will affect end-of-year planning for 2025
- What the current inflationary environment means for clients’ tax, retirement, and insurance planning needs going forward
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.
Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.
For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.
For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.
All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.
Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible.
Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.
Lead Financial Planning Nerd for Kitces.com and the Chief
Planning Officer at Focus Partners Wealth.
In 2020, Mr. Levine was named by Investment Advisor
Magazine as one of the top 25 voices to turn to during uncertain
times and was named to the IA25 again in 2021. Jeff is a past
recipient of the Standing Ovation award, presented by the
AICPA Financial Planning Division, was named to the 2017
class of 40 Under 40 by InvestmentNews, and as a Young
Advisor to Watch by Financial Advisor Magazine in 2020.
Previously, Jeffrey served as Ed Slott and Company’s Chief
Retirement Strategist, where his ability to simplify the complex
laws that govern individual retirement accounts, combined with
his unique blend of humor and tax planning, was first
recognized. You can follow Jeff on Twitter @CPAPlanner,
where he is known to break down the latest tax and financial
planning updates in GIF-filled tweets storms, and via his
personal website, www.FullyVestedAdvice.com.
