Year-End Planning Strategies for 2025
Turning Clarity into Action
It’s hard to believe year-end is quickly approaching. This has been a year marked by change and uncertainty, with geopolitical volatility, tariffs reshaping trade, persistent inflation, and high interest rates. A new administration ushered in fresh priorities, culminating in the passage of a sweeping tax bill, The One Big Beautiful Bill Act (OBBBA), signed into law in July. The OBBBA provides long-awaited clarity on issues like the lifetime exemption, which, for the first time in decades, is not set to sunset and will be set at an all-time high of $15 million per person (indexed for inflation) in 2026.
With this clarity, financial professionals can focus on helping clients make timely moves as the year closes. This is the time of year when clients are most receptive to financial planning conversations. The urgency of year-end creates energy you can harness.