Insights

Major tax law changes are here for 2025—and smart planning now can help you maximize your savings and avoid costly mistakes.

In this video, our Director of Financial Planning Carl Lindgren walks you through the latest updates from the “One Big Beautiful Bill” signed in July, and shares actionable strategies for year-end tax planning. Whether you’re an individual, a family, or a business owner, you’ll learn how to take advantage of new deductions, credits, and gifting opportunities.

Tax Planning for 2025

✅ Key Temporary & Permanent Tax Law Changes – What’s new for 2025–2028, including the increased standard deduction, enhanced senior deduction, auto loan interest deduction, and changes to the SALT cap.

✅ Year-End Planning Strategies – How to be proactive with Roth conversions, tax loss harvesting, stacking deductions, and maximizing retirement and health savings accounts.

✅ Charitable & Family Gifting – New rules for charitable deductions, donor advised funds, qualified charitable distributions, and increased annual gifting limits.

✅ Estate & Child Tax Credits – Expanded federal estate tax exemption and higher child tax credits, plus the introduction of “Trump Accounts” for young U.S. citizens.

✅ Real-Life Case Studies – See how thoughtful planning can save hundreds of thousands in taxes for you and your heirs.

👉 Watch the video now on YouTube

Whether you’re preparing for retirement, optimizing your investments, or simply want to make the most of the new tax laws, this webinar is a must-watch for anyone looking to plan with confidence and peace of mind.

📅 Want personalized help? Contact us at team@stablerwm.com or click “Let’s Talk” below to schedule a complimentary time to review your financial plan.

You may also want to watch our recent Medicare 101 Webinar Replay!

team@stablerwm.com | (425) 646-6327

Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Stabler Wealth Management is not registered as a broker-dealer or investment advisor.