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2024 Year-End Planning for Organizations
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Maximize Your Personal Financial Strategy
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Navigating the 2025 Tax Landscape
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Navigating the 2025 Tax Landscape
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Year-End Planning

 

Tackle 2025 with confidence.

Now’s the time to align. Explore our comprehensive year-end planning hub to find answers to critical questions, for organizations and individuals, and sharpen your strategy. Get started.

First Stop:
Review Your Checklist

When it comes to critical areas like setting operational goals, engaging your workforce, and understanding your technology needs, consider these essential questions.

Start Planning

A Bright Entrepreneur’s Brilliant Leap

We’d say that Rehmann’s approach works out better for any smart entrepreneur, but for this one in particular — the gutsy visionary who saw the value in solar before solar was even a thing and recognized the value of working with us — we like to think it’s proven nothing short of, well … illuminating.

Read Success Story

Organizational Planning

Through comprehensive planning, organizations can establish a solid foundation for the upcoming year, align with their overall strategic goals, address immediate needs, and set the stage for sustainable growth. This approach also enables them to navigate challenges more effectively and seize new opportunities as they arise.

There’s no time like the present; here are a few questions your organization may be considering:

What impact does the 2024 election have on my taxes?

Navigating the 2025 Tax Landscape

The 2025 tax policy landscape is poised for significant changes driven by the Republican victories in the 2024 elections. As these discussions unfold, the direction of U.S. tax policy will be closely watched, with significant implications for the economy and taxpayers alike.

Learn more

What does the FLSA ruling mean for employers and employees?

Breaking HR News: Federal Judge Scraps FLSA Overtime Rule

The judge’s Nov. 15 ruling has immediate implications for both employers and employees nationwide.

Learn more

How can we utilize Artificial Intelligence (AI)?

Thriving with AI

AI offers unprecedented opportunities for growth, innovation, and efficiency. However, the adoption of AI technologies comes with a unique set of challenges and responsibilities.

Learn more

How can I engage my employees?

Turning the Tide on Employee Engagement

With employee engagement on the decline, taking proactive steps to increase it can be important to maintaining productivity as well as recruiting and retaining talent.

Learn more

How can I enhance my cybersecurity measures?

Enhancing Security with Multi-Factor Authentication (MFA)

In today’s digital age, cybersecurity is more critical than ever. One of the most effective measures to enhance security is multi-factor authentication (MFA).

Learn more

Should we be considering clean energy?

Clean Energy Tax Incentives Expanded for Businesses

In August of 2022, the Inflation Reduction Act (IRA) was signed into law. To promote the transition to a clean energy economy, it extends and enhances energy incentives for a wide range of green technologies.

Learn more

Personal Planning

Dedicating time to year-end planning encourages individuals and families to set clear goals, review their financial health, and make strategic decisions that align with their long-term objectives. Additionally, proactive planning helps identify potential challenges and opportunities, allowing for timely adjustments.

Take on 2025 with peace of mind, well-prepared, and ready to navigate any uncertainties that may arise. Here are a few questions you may be thinking about:

How often, and why, does a personal plan change?

When life changes, your financial plan should, too

Your life is constantly evolving. Your plan should evolve in sync with that journey.

Learn more

Do you need to have an estate plan?

Beyond the will: How (and why) to build a better estate plan

Did you know that you have an estate plan — even if you haven’t made one? By default, if you die or become incapacitated without an estate plan, your state’s intestacy laws become your estate plan.

Learn more

How do you communicate your estate plan to loved ones?

What to talk about, when, with your children

Mapping out a plan to provide for and protect the people and causes you love diminishes discomfort; it brings a sense of meaning and purpose.

Learn more

How Family Office Lessons Can Help Protect Your Wealth for Generations?

Multi-generational Estate Planning

Multigenerational wealth planning can be complex. It doesn’t have to be.

Learn more