2025 Year-End Tax Planning Guide for Individuals

What can individuals do now to uncover potential tax savings, manage emerging risks, and stay aligned with the latest tax changes?

With OBBBA now in effect, interest rates trending lower, and inflation stabilizing, proactive tax planning plays an important role in managing cash flow and long-term tax exposure.

As we near year-end, it’s a good time for individuals, business owners, and family offices to reassess their 2025–2026 tax position and identify opportunities to reduce, defer, or accelerate tax obligations. Download BDO’s guide to help you make informed decisions heading into the new year.

Read the full document: 2025 Year-End Tax Planning Guide for Individuals