Cover Image for TAX WITH SAX (VIRTUAL EVENT)
Cover Image for TAX WITH SAX (VIRTUAL EVENT)
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TAX WITH SAX (VIRTUAL EVENT)

Hosted by AOD Resource Group
Zoom
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Past Event
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About Event

β€‹πŸ’Ό YEAR-END PLANNING WEBINAR

β€‹πŸŒ EVENT TITLE

​TAX WITH SAX: YEAR-END PLANNING STRATEGIES FOR 2025
A Virtual CPE-Eligible Webinar Featuring SAX Tax Professionals


β€‹πŸ€ PRESENTED BY

​SAX LLP
invitation through Acres of Diamonds Resource Group


β€‹πŸ’¬ OVERVIEW

​As 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).

​This interactive session will help you leverage new opportunities, avoid costly surprises, and position yourself for a strong start to 2026, whether you’re planning personally or on behalf of a business.


β€‹βš”οΈ SESSION PROMISE

​Gain actionable insights on:
πŸ‘‰ Opportunity Zone Planning: pre and post OBBBA
πŸ‘‰ Year-end tax strategies for individuals, trusts, and estates
πŸ‘‰ Key planning moves for business owners
πŸ‘‰ IRS updates and the impact of the government shutdown

​You’ll walk away with clarity and checklists to minimize your 2025 tax liability and capitalize on new legislation.


β€‹πŸ“… EVENT DETAILS

β€‹πŸ“† Date: Monday, November 24, 2025
πŸ•š Time: 11:00 AM – 12:00 PM ET
πŸ“ Location: Virtual (Zoom Webinar)
🎟 Access: Free Registration | 1 CPE Credit Provided

β€‹πŸ‘‰ RESERVE YOUR SPOT NOW


β€‹πŸŽ™οΈ MEET THE PRESENTERS

​Mat 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

​(Plus a Tax Alert Spotlight on the β€œNEXT” New Jersey Manufacturing Tax Program.)


β€‹βœ… WHO SHOULD ATTEND

  • ​Business owners and executives seeking strategic tax planning guidance

  • ​Financial advisors and CPAs supporting clients through year-end decisions

  • ​Individuals managing trusts, estates, and high-value assets


β€‹βš‘ CLOSING ENERGY

​Come 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.


​Also Check out our Tuesday Finance Focused Roundtable: πŸ‘‰ https://calendly.com/jwexler/aod-tuesday-roundtable

​​​Subscribe to AOD Resource Event Calendar: https://luma.com/AcresxDiamonds

β€‹πŸ“© CONTACT

β€‹πŸ“© Questions: [email protected]
πŸ“ž Contact: (201) 458-3041

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