Description

The Big Beautiful Bill and Year-End Tax Planning 

November 13, 2025 12:15 to 12:45 PM (Central Time)

Join us for an insightful complimentary webinar as we unpack the latest legislative developments and explore smart tax strategies to close out the year with confidence. 

AGENDA HIGHLIGHTS: 

• A concise overview of recent legislation and its broad implications for tax planning. 
• Strategic timing, new deductions, and charitable giving opportunities. 
• Key considerations for business owners and ultra-high-net-worth (UHNW) clients. 

This final Lunch and Learn of 2025 will equip you with timely insights to make informed decisions before year-end. 

Reserve your spot today! 

DISCLOSURE: The views and opinions expressed are those of the presenter, are subject to change with market conditions, and are not meant as investment advice. Speaker(s) is not affiliated with Herr Capital Management. Information has been obtained from sources believed to be reliable and are subject to change without notification. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this form are not the opinions or views of Herr Capital Management, LLC. Opinions expressed are those of the speakers only and subject to change.