Tax Planning Webinar Series: The New Tax Laws You Can Leverage Now

In this webinar, “The New Tax Laws You Can Leverage Now,” Robert Amato, CFP®, CIMA®, explains key updates to the 2025 tax code that could help retirees and high earners reduce their tax burden. Topics include the expanded SALT deduction, a new $6,000 senior deduction, and updated retirement account strategies. The session is designed to help you make smart, timely decisions before year-end.

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This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of October 17, 2025, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.