

TAX WITH SAX (VIRTUAL EVENT)
βπΌ YEAR-END PLANNING WEBINAR
βπ EVENT TITLE
βTAX WITH SAX: YEAR-END PLANNING STRATEGIES FOR 2025
A Virtual CPE-Eligible Webinar Featuring SAX Tax Professionals
βπ€ PRESENTED BY
βSAX LLP
invitation through Acres of Diamonds Resource Group
βπ¬ OVERVIEW
βAs 2025 comes to a close, join our in-house tax professionals for a timely conversation on how to navigate year-end planning under the One, Big, Beautiful Bill Act (OBBBA).
βThis interactive session will help you leverage new opportunities, avoid costly surprises, and position yourself for a strong start to 2026, whether youβre planning personally or on behalf of a business.
ββοΈ SESSION PROMISE
βGain actionable insights on:
π Opportunity Zone Planning: pre and post OBBBA
π Year-end tax strategies for individuals, trusts, and estates
π Key planning moves for business owners
π IRS updates and the impact of the government shutdown
βYouβll walk away with clarity and checklists to minimize your 2025 tax liability and capitalize on new legislation.
βπ EVENT DETAILS
βπ Date: Monday, November 24, 2025
π Time: 11:00 AM β 12:00 PM ET
π Location: Virtual (Zoom Webinar)
π Access: Free Registration | 1 CPE Credit Provided
βπ RESERVE YOUR SPOT NOW
βποΈ MEET THE PRESENTERS
βMat Giordano β Partner, Head of SAX Tax Controversy
Eddie Rivera β Partner, SAX Real Estate
Mayank Shah β Tax Director
Louis Calamunci β Tax Director
β(Plus a Tax Alert Spotlight on the βNEXTβ New Jersey Manufacturing Tax Program.)
ββ WHO SHOULD ATTEND
βBusiness owners and executives seeking strategic tax planning guidance
βFinancial advisors and CPAs supporting clients through year-end decisions
βIndividuals managing trusts, estates, and high-value assets
ββ‘ CLOSING ENERGY
βCome ready to learn, plan, and position your organization for a strong financial finish to 2025.
Leave with a clear roadmap and confidence for the year ahead.
βAlso Check out our Tuesday Finance Focused Roundtable: π https://calendly.com/jwexler/aod-tuesday-roundtable
βββSubscribe to AOD Resource Event Calendar: https://luma.com/AcresxDiamonds
βπ© CONTACT
βπ© Questions: [email protected]
π Contact: (201) 458-3041