Webinar

Year-end tax planning: Timely strategies for businesses and individuals

November 19 @ 11 a.m. - 12 p.m. CST

Year-end decisions can significantly affect your 2026 tax position, and the window to act is closing. Join Sikich tax professionals to explore timely planning opportunities for businesses and individuals.

Our presenters will cover recent developments, year-end priorities and how coordinated tax and wealth planning can guide immediate decisions and 2027 goals.

Date
November 19, 2026
Time
11 a.m. - 12 p.m. CST
Format
Live webinar
Credits
1.0 CPE credit
Categories
Tax, Webinar
Start
End
Venue
Website
Event page

Decommission legacy systems with confidence

Safely retire aging, high-maintenance software without sacrificing audit readiness. Consolidate historical quality and operational records into a secure, 21 CFR Part 11 compliant archive built for regulated industries.

  • Cut recurring license and infrastructure costs on systems you only keep for record retention
  • Stay audit-ready with validated, searchable access to every historical record
  • Keep live production systems lean through consolidations, upgrades and divestitures

Developed by Sikich Innovation LABS: trusted by life sciences and other regulated companies to retire legacy QMS platforms without losing a single record.

Register here

Get practical insights to help you make informed planning decisions before year-end.

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KEY TOPICS

We'll cover: 

  • Business planning opportunities such as choice of entity, bonus depreciation, Section 1202 QSBS, IRC Sec. 179 expensing and more
  • Assessment of Roth conversions, tax-loss harvesting and other year-end strategies that can impact current taxes and future wealth
  • Charitable planning options, including donor-advised funds, qualified charitable distributions and other approaches to help maximize giving opportunities
  • Emerging developments surrounding unresolved federal and state tax issues that may influence year-end decisions for businesses
  • Trump account and 45F updates as it relates to employers
  • Coordinated tax and wealth planning through an integrated business, personal, investment and philanthropic strategy
Quality records in a regulated manufacturing environment
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