All About Taxes and What’s New in 2025 | Webinar

Join us for this timely webinar, hosted by our in-house tax professionals. They’ll discuss year-end tax planning strategies and considerations, including the sunset of the Tax Cuts and Jobs Act (TCJA) and SECURE 2.0 Act. 0:00 Intro 02:15 Charitable Tax Considerations 06:52 Reducing Capital Gains Tax 08:28 Maximizing Retirement Contributions 12:42 Traditional IRA Considerations 15:53 Gifting Opportunities 17:26 Tax Planning for Small Business Owners 21:20 Potential Changes 24:16 Estate Tax Calculation 25:28 2026 Estate Tax Decision Tree 27:23 Roth IRA Opportunities 32:20 SECURE Act 2.0 38:56 Qualified and Digital Assets 43:20 Beneficial Ownership Information Reporting 45:44 Q&A 54:42 Outro & Disclosers #taxes #wealthmanagement #secureact For more information, please visit us online at https://www.mariner.com/ Subscribe and listen to our podcast, Your Life Simplified Apple Podcasts - https://itunes.apple.com/us/podcast/y... Spotify - https://open.spotify.com/show/2vZ0s75... CONNECT WITH US ON SOCIAL LinkedIn:   / access-mariner   Facebook:   / accessmariner   X: https://x.com/AccessMariner YouTube:    / @accessmariner   Instagram:   / accessmariner   ============================================= These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass. Disclosures: https://www.marinerwealthadvisors.com...