Year-End Tax Planning Considerations for 2024/2025

David Yoo, Director of Tax and Financial Planning and Beth Vasquez, Chief Fiduciary Officer and Legal Counsel of First American Trust discuss tax planning, strategies, and what to prepare for before year end and in the following tax year. 

Watch the recorded webinar from Dec. 4, 2024 to learn more about the following:

• Gifting strategies
• Tax bracket management
• Charitable planning

Recorded December 4, 2024.

SPEAKERS

Jerry Braakman President, Chief Investment Officer First American Trust Read full bio.

David Yoo SVP, Director of Tax and Financial Planning First American Trust Read full bio.

Beth Vasquez, J.D., LL.M SVP, Chief Fiduciary Officer, Legal Counsel First American Trust Read full bio.