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Didn’t catch our October tax webinar? This is the same core content, updated for 2025.
You’ve heard the headlines; this session translates them into an action plan you can actually use. On Dec 10 at 12 PM ET, Robert Amato, CFP®, CIMA® will walk through the new rules and show how they fit into year-end planning for retirees and high-income households in the Southeast.
What we’ll cover:
• Itemize vs. standard under the higher SALT allowance and the 65+ boost—how to run the numbers in minutes
• Roth conversion timing—how much to convert, how to avoid bracket creep, and how to stay mindful of IRMAA
• Giving strategies—DAFs and QCDs that meaningfully offset income (with simple examples)
• Medicare awareness—what to know before triggering avoidable surcharges
Register here: https://tinyurl.com/compass-webinar-december
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Event Venue
Online event, 115 Perimeter Center Pl, Atlanta, GA 30346-1200, United States, Dunwoody, Georgia
Tickets
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