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Added:09/23/2026 3:52 PM
October 30, 2026, 2:00 PM - 3:00 PM ET
Year-end tax planning remains one of the most valuable opportunities for advisors to help clients reduce tax exposure, improve cash flow, and position themselves for the coming year


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October 30, 2026, 2:00 PM - 3:00 PM ET

Year-end tax planning remains one of the most valuable opportunities for advisors to help clients reduce tax exposure, improve cash flow, and position themselves for the coming year 
 
 
To register, click 'Choose Session,' then 'Enroll.'
 

Course/Activity Information

Year-end tax planning remains one of the most valuable opportunities for advisors to help clients reduce tax exposure, improve cash flow, and position themselves for the coming year. In this practical webinar, nationally recognized tax instructor Joe Nicola will walk attendees through key planning opportunities and considerations for both high-net-worth individuals and closely held businesses before year-end deadlines arrive. 
 
Designed for tax professionals who meet with clients during the fourth quarter, this session will explore strategies related to income recognition, deductions, credits, retirement planning, entity considerations, charitable giving, and other planning techniques that may help clients achieve their financial and tax objectives. Joe will also discuss recent tax developments and their potential impact on year-end planning conversations. 
 
Attendees will leave with actionable ideas and practical guidance they can immediately apply during client tax planning meetings. 
 

Learning Objectives

  • Identify key year-end tax planning opportunities for individual and business clients. 

  • Recognize common income deferral and deduction acceleration strategies. 

  • Evaluate tax-efficient approaches for high-net-worth clients, including charitable and retirement planning considerations. 

  • Discuss planning techniques that may help business owners manage taxable income and cash flow. 

  • Apply current tax developments to year-end client advisory discussions. 

 

Meet the Instructor

Joe Nicola, JD, CPA, CVA 

Sisterson & Co. LLP 

FULL BIO 

Joe has been in public accounting for more than thirty years and has experience in many diverse areas of taxation, including the taxation of and planning for various forms of business entities, such as corporations, partnerships, and limited liability companies. He has considerable experience with individual income taxation and is particularly knowledgeable about federal and multistate tax matters that affect numerous industries, including natural resources, manufacturing, distribution, high technology, securities, and start-up businesses.  

 

Joe has consulted on technically complex matters, such as succession planning, corporate reorganizations, employee stock options, securities derivatives, partnership taxation, and international tax matters.  

 

While in public practice, he served for many years as an adjunct member of the faculty with Duquesne University’s MBA and Master of Science in Taxation/Accountancy programs, as well as with Robert Morris University's Master of Science in Taxation program.  

 

Joe is a nationally recognized tax instructor for Surgent and for AGN International, the international network of firms to which Sisterson belongs. He is also a published author of CPE/CLE texts and industry articles. 

 

 

CPE Information:

CPE: Up to 1 hour 

Field of Study: Taxation

Program Level: Update

Prerequisites: Basic knowledge of federal income taxation

Advanced Preparation: None

Delivery Method: Group  

 

AGN International - Americas, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Texas CPAs: AGN International - Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.

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Additional Charges May Apply