Speakers
Jennifer L. Climo, CPA, CFP®, MSFP
Jonathan Harrington, CFP®, MSFP, MST
About this event
Preparing for Tax Season 2025 brings several important updates, including recent tax law changes and new improvements to how we support our clients through the tax preparation process. Tax preparation for clients of Milestone Financial Planning, LLC is provided by our related CPA firm, Jennifer L Climo CPA PC.
In this webinar, our team will walk through what to expect for the upcoming tax season, including key tax law updates, process changes, and important action items to help returns be prepared smoothly and accurately.
We’ll cover:
- What’s new for 2025 tax preparation at Jennifer L Climo CPA PC, including our expanded tax support team and new tax organizer software
- Key 2025 tax law changes, including updates to deductions, credits, and SALT limits (subject to income thresholds)
- Special considerations for high-income households, including AMT, equity compensation, and Roth conversions
- Important documents and timelines, how to work with our team, and 2025 tax preparation pricing
This webinar is designed for Milestone clients as well as individuals considering working with Milestone as their financial planning firm. We’ll explain how tax preparation fits into our broader client service model and what to expect if you engage with our team.
Event Contact
Disclaimer: This is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure. Past performance shown is not indicative of future results, which could differ substantially.
