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 material is provided for educational and informational purposes only and is not investment, tax, legal, or financial advice. It does not consider any individual’s investment objectives, strategies, tax situation, or time horizon, and it is not an offer to sell or a solicitation to buy any security. Financial aid rules, tax laws, and school policies change frequently and vary by institution; figures cited are as of October 2026. Investing in a 529 plan involves risk, including the possible loss of principal. Before investing, review the plan’s offering documents for its investment objectives, risks, fees, and expenses, and consider whether your home state offers tax benefits only for its own plan. Please review your personal situation with your tax and/or financial advisor before acting.
Views expressed are subject to change based on market and other conditions. Any projections, market outlooks, estimates, or other forward-looking views are based on assumptions, are not indicative of future performance, and actual results may differ materially. Information is obtained from third-party sources believed to be accurate, but Milestone makes no representation as to its accuracy, completeness, or timeliness and accepts no liability for decisions based on it. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.
