Resilient by Design
With headlines swirling around everything from AI to trade talks to updated tax requirements and private equity, you may find that you have questions surrounding current news, events, and ongoings as we move into year-end.
Two of Yeske Buie’s expert leaders, Lauren Stansell and Yusuf Abugideiri, presented a live webinar to address your concerns, share our thoughts on what’s most impacting your financial plan and portfolio, and remind you how and why we’re built to weather the changing seasons (and policies).
Check out the webinar recording below to stay up-to-date on…
- Year-end tax planning;
- Specifics relating to the One Big Beautiful Bill Act;
- 2025 Q3 performance updates; and,
- Our outlook.
All resources referenced in the presentation including the slides and articles are available below the video. And if you’d like to continue the conversation or get more personalized guidance, please don’t hesitate to get in touch!
A note from Lauren S.: After a follow-up question and further review, I misspoke on one detail regarding the existing senior deduction for those blind or over 65. I noted that, in order to qualify for the higher deduction for single filers, one could never have been married. This is incorrect. The filter is that one must be over 65 and filing as single (not as a qualifying surviving spouse). So, if you have been previously married but now file as single and are over age 65, you qualify for the existing additional deduction (if you take the standard deduction). Apologies for causing confusion! Note – you may also qualify for the new, temporary enhanced senior deduction of up to $6,000.