January 30th, 202511:30 a.m. Central

January 30th, 2025 | 11:30 a.m. Central

Virtual

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Tax Planning Strategies for 2025

Taxes play a big role in your financial picture. Whether it’s income, investments, retirement savings, or estate planning, taxes affect nearly every aspect of your financial life. With effective planning, you can proactively understand your options to keep more of what you’ve earned. In this session, Chief Planning Officer Jeffrey Levine will share insights on last-minute tax strategies for 2024 and provide a framework for addressing key tax planning priorities in 2025.

We'll cover:

  • Last-minute tax opportunities for 2024: Explore strategies for optimizing contributions to individual retirement accounts (IRAs), health savings accounts (HSAs), and business owner retirement plans.
  • Understanding estimated taxes, penalties, and payments: Gain clarity on the rules around estimated tax penalties, tax liabilities, withholdings, and payments.
  • Tips and tricks for making tax payments: Discover practical guidance to mitigate the impact of tax payments.

This session will equip you with the tools and knowledge to approach 2025 with confidence and maximize your tax efficiency.

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Featured Speakers

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™

    Chief Planning Officer

    Learn more about Jeffrey

    Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

Other Upcoming Events

  • July 20th, 2023 | 11:30 a.m. Central

    Virtual

    Preventing Identify Theft: How to Defend Your Finances

    As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.

    You’ll learn strategies to fend off common identity theft tactics, including:

    • Establishing credit in your name
    • Filing a fraudulent tax return on your behalf
    • Compromising your online accounts
    • Engaging in other malicious activities
    Event Details

  • February 27th, 2025 | 11:30 a.m. Central

    Virtual

    Social Security Benefits: 5 Things Married Couples Should Know

    While Social Security benefits are an important source of income for many couples, the rules surrounding them can be incredibly complex.

    Event Details