Navigating Year-End Planning and New Tax Regulations

Navigating Year-End Planning and New Tax Regulations
Never Too Early, But Is It Too Late? (In-person)

No CEU • Member Price: Complimentary to SDDS Members

Registration cost details: $49 staff member of an SDDS member | $99 non-member

No matter where you are in your career — whether you’re just starting out or have an established practice — this workshop is designed to help you navigate year-end financial planning opportunities. Join us as we explore the latest tax regulations, key strategies for optimizing tax positions, and practical steps to close out 2025 on a strong financial note.

Course Objectives:

• Latest Tax Regulations: Stay informed about the most recent changes and how they impact your financial planning.
• Tax Optimization Strategies: Discover key methods to help optimize your tax positions and minimize liabilities.
• Retirement Planning: Plan for a secure and comfortable retirement with tailored strategies from Earned Wealth.
• Wealth Management: Explore effective wealth management techniques to grow and protect your assets.
• Year-End Financial Steps: Learn practical actions to close 2025 on a strong financial note and set a solid foundation for the new year.

Brett LeMmon, CPA, MA; Earned (SDDS Vendor Member)

Brett joined Earned in 2015. He holds a master’s degree in accountancy from Southern Utah University and is a Registered Investment Advisor. Prior to joining Earned, Brett worked for the Utah State Tax Commission. He is very passionate about helping clients save money, find inventive ways to be more tax efficient, and build wealth creatively and efficiently. Brett spends his free time with his wife and three boys. He loves mountain biking, hiking, and most anything else outdoors.

For Complimentary SDDS Member registration, please email sdds@sdds.org
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Terms and Conditions:

No show policy for complimentary events
We are committed to providing high-quality courses and events for our SDDS members. To ensure fairness and availability to all attendees (and for the purpose of event planning, space and food), we ask that if you need to cancel attendance at a free event, please provide a minimum of 72 hours’ notice. If you do not attend a free event for which you have registered and fail to provide the necessary notice, a $25 charge will be billed.

Cancellation/Refund Policy
Full refund granted less $25 administration fee, if received in writing 14 days before the class. NO REFUNDS if cancelled within 13 days of the class or for No Shows or for registrations received after that date. Attendee substitutions OK.

Consent to Use of Photographic Images
Registration, attendance and/or participation in SDDS’ courses/events constitutes an agreement by the registrant/sponsor to SDDS’ use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and audio of such events and activities.