November 13, 2025 – Annual Year-End Tax Update Call
Our 2025 Annual Year-End Tax Update Call is led by our Director of Tax & Financial Planning, Marc Verdi, CPA/PFS, CFP®. This client-only call offers an overview of potential new legislation and how it may affect your taxes in 2025 and beyond. In addition, it covers year-end tax planning strategies that may help lower your overall 2025 tax burden.
If you have any questions, please reach out to your advisor. A full disclosure is available at the bottom of this page.
Click here for a printable invitation
POWERPOINT SLIDES AND CALL FOLLOW-UP:
- PowerPoint Slides – will be available 24 hours prior to the call
- Video Call Recording – will be available within 5 days following the call
- Audio Call Recording – will be available within 5 days following the call
- Transcript – will be available within 12 days following the call
MEETING DETAILS:
This call is scheduled for November 13th at 11am. If you are unable to attend, an audio recording, video recording, and transcript will be shared following the call.
HOW DO I JOIN THE MEETING?
You may choose to join virtually (through the computer) or over the phone. Joining over the computer will allow you to view the slides on your screen as Marc is speaking, see Marc on video, and ask questions through the chat as they arise. Not all questions asked through the chat will be answered on the call. Depending on the nature of the question or the time available, some questions may be answered by your advisor following the call.
HOW DO I JOIN VIRTUALLY (ON THE COMPUTER)?
- Click here to access the zoom meeting (there may be a pop-up box asking to open zoom meetings, you will need to allow it to open)
- Enter your information (this will only be shown to our team, not other attendees)
- If joining early, you’ll see a box saying “Please wait for the host to start the meeting” – the meeting will begin at the start time
If you have any issues with the link above, you can also join by clicking here, and entering the following information.
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- Meeting ID: 859 8868 2006
- Password (date of meeting): 111325
HOW DO I JOIN OVER THE PHONE?
- Dial this number: (301) 715-8592
- It will request the meeting ID (859 8868 2006) followed by #
- It will request a participant ID, you do not need one, just press #
- It will request the meeting password, enter 111325 (the date) followed by #
- You will be joined into the meeting as soon as it begins
WHAT IF I CANNOT JOIN? WILL THERE BE A REPLAY OF THE CALL AVAILABLE?
Yes! We will have an audio recording, video recording, PDF of the slides, and transcript available following the call. Each file will be uploaded to this page as soon as it is available.
THIS EVENT IS INTENDED FOR THE EXCLUSIVE ATTENDANCE OF GODSEY & GIBB CLIENTS.
Disclosure:
This presentation is intended for the use of Godsey & Gibb Wealth Management clients and is not suitable for general retail public use. The information presented is for educational purposes and should not be substituted for personalized tax, financial, or legal advice, or used to guide investment and/or other financially-related decisions as individual situations vary. Any examples referenced, including the use of charts, graphs, formulas, and other illustrations, are not intended to be used independently to guide financial decisions. Information was obtained from sources considered reliable, but no representations or warranties are made to its accuracy, timeliness, suitability, or completeness. Forward-looking statements expressed are subject to revision due to changes to tax legislation as well as changes in market and economic conditions and there are no guarantees that these results will be achieved. Past performance is not indicative of future results.
For additional information, see our full disclosure here: www.godseyandgibb.com/disclosure/