Year-End Tax Planning Considerations for 2025/2026

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 Oct. 29, 2025 to learn more about the following:

• Gifting strategies and estate planning
• Tax bracket management
• Charitable planning

Recorded October 29, 2025.

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.