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Close Strong: Year-End Planning for Leaders – Hosted by CLA

November 5 @ 12:00 pm - 1:00 pm

Before the calendar flips to 2026, make sure your organization isn’t leaving money on the table. Join us for a fast-paced, insight-packed session designed to help you close the year with confidence and clarity.

We’ll share updates on tax deductions you might be missing — including real-life examples of clients who have saved thousands of dollars already this year.

At the end of this session, you will be able to:

Recognize how to avoid year-end reporting scrambles

  • 1099s
  • Tips and overtime reporting
  • Closing the year-end books

Recall forecasting and cash flow planning methods

  • Cash basis tax planning
  • Accounting method considerations

Identify how to set up systems to work smarter in 2026

  • What to automate and delegate

Recall retirement plan setup and funding options before year-end
Identify year-end strategic tax moves

  • Depreciation strategies, including bonus depreciation and Section 179
  • Qualified production property
  • Research and development (R&D) strategies, including Section 174 planning

Who should attend:

This session is designed for business owners, organization leaders, CEOs, CFOs, controllers, and other professionals interested in year-end planning.

Speakers:

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