WEBINAR: What’s In the Rearview Mirror Might Be Closer Than It Appears: 2025 Year-End Planning
Thursday, October 30th, 2025
December 31, 2025, is not the time to be thinking about your year-end financial statements and tax matters – the time for that is now! In order to prepare for a smooth year-end for both internal financial statements and for tax preparation and reporting, there are a number of initiatives business owners can take on now. Our Entrepreneurial Accounting Solutions (EAS) team Partners, David Blain and Lindsay Young, along with Tax Senior Manager Zach McLaren, will cover a “checklist” to prepare business owners for year-end, while also providing some guidance for more consistent checkups on the health of their organizations.
Attendees of this McKonly & Asbury Webinar will gain insight on the following:
- Key internal financial statement matters to address before year-end; balance sheet review, profit and loss statement analysis, and budgeting and forecasting in 2026.
- Key tax initiatives of the One Big Beautiful Bill Act (OBBBA) that business owners can review and take advantage of before year-end 2025.
- How to establish a framework for review of financial health for an organization for 2026.
This free, one-hour webinar will take place on Thursday, October 30 at 2:00 p.m. EDT. One “Business Management and Organization” CPE credit is available for this webinar. The level for this webinar is basic to intermediate, and no prerequisites are required. This program is a live webinar which offers the opportunity to ask questions and interact with the presenters.