Why It Matters

Tax planning isn’t a once-a-year activity—it’s a year-round strategy. Mid-year is the perfect time to reassess income, entity structure, and deductions so you don’t miss out on savings that require early action. This session will give you a proactive plan, not just a reactive filing.

We’ll help you pivot before December, so you can hit your financial goals with intention—not guesswork.

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What You'll Learn

• How to run a mid-year tax projection that highlights red flags or opportunities
• Key moves to make now—before Q3—to reduce your 2025 tax bill
• When to adjust W-2s, entity structures, retirement contributions, or expenses
• How to evaluate whether you’re on pace to qualify for Real Estate Professional Status (REPS) or the QBI deduction
• How successful clients use mid-year planning to get ahead

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Who Should Attend

This webinar is ideal for:

• Tax Planning and Tax Prep clients of IFC
• Real estate investors and small business owners
• High-income earners wanting to reduce tax surprises
• Clients looking to take more control over their 2025 results