TAX WITH SAX: Year End Planning
Watch as our in-house tax professionals break down key year-end planning strategies and opportunities. This session covers what individuals and businesses need to know as 2026 comes to a close—equipping you with timely insights to help prepare for the year ahead.
Featured Topics Include:
- Opportunity Zone Planning: Compliance & Transition from Version I to Version II
- Year-end tax planning considerations for individuals, trusts, and estates
- Key planning strategies for businesses
- Overall status update on the IRS
Whether you’re focused on personal planning or managing tax considerations for a business, this session will provide helpful insights to help prepare you for the new year.
Reserve your spot today to gain timely insights from our tax team.
Date of Webinar
Wednesday, November 18, 2026
2:00PM – 3:30PM EST
Zoom Webinar
1 CPE credit provided.
Meet the Presenters
Mathew J. Giordano
Partner, Head of SAX Tax Controversy
Eddie Rivera
Partner, SAX Real Estate
Carrie Boynton
Tax Director
Louis Calamunci
Tax Director