Webinar | 2025 Year-end tax panning series
Individual tax update 2025
Dec. 10, 2025 · Authored by Duncan Campbell, Michael Lum, Andrew Whitehair, Jode Beauvis
During our complimentary, five-part webinar series, specialists from our tax practice provided an in-depth look at the current state of tax policy and discussed legislative and regulatory developments in the marketplace. These sessions will help viewers stay up to date on the latest issues they should be aware of for the 2025 tax year, as well as provide insights into clients’ most frequently asked questions.
As 2025 comes to a close, individual taxpayers face a shifting tax landscape, including changes to the SALT deduction cap, charitable contribution limits, estate and gift tax exemptions, and other tax considerations. In this session, Baker Tilly tax professionals discuss updated considerations for individual taxpayers following the enactment of the OBBBA.
Presenters
- Jode Beauvais, principal
- Duncan Campbell, principal, individual services
- Michael Lum, director, gift and estate tax
- Andy Whitehair, director, national tax
Session objectives
- Summarize key individual tax provisions in the OBBBA and implications for tax year 2025 tax planning
- Apply strategies to manage income, deductions and gifting in light of new phaseouts and thresholds
- Assess planning opportunities related to SALT, PTET elections and charitable contributions
The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.
