Finish Your Financial Year Strong With Forbes
The end of the year is a great time to think about ways to lower your tax bill, boost your retirement savings, and set yourself up for success. But with new tax laws, updated rules, and an IRS that’s stretched thin, it can be hard to know what steps to take—and when. Join us October 15th at 12pm ET for a live webinar with audience Q&A discussing key tax tips and tricks. Whether you’re managing your own taxes or guiding clients, this webinar will help you close out 2025 on the right note and get a head start on 2026.
We’ll take a look at:
- Key tax changes under the One Big Beautiful Bill Act (OBBBA), including planning opportunities
- Updated retirement contribution rules—especially important for high earners and business owners
- Changes to charitable donation deductions that may impact the timing of gifts
- Small business tax strategies, including what the SALT cap means for owners of pass-through entities in high-tax states
- Tips for navigating a shrinking IRS
Speakers
Kelly Phillips Erb a Philadelphia-area Forbes senior writer who covers tax, law, and financial crimes. As a tax attorney, Kelly brings a legal perspective to her tax coverage. She’s covered many tax-related Supreme Court cases, including South Dakota v. Wayfair, which changed how we pay sales tax online, and U.S. v. Windsor, which focused on the Defense of Marriage Act. Most recently, she reported on U.S. v. Moore, and the Corporate Transparency Act. Kelly jokes that, as a tax attorney and writer, she aims to help taxpayers get out of trouble and stay out of trouble. She has received several awards, including being named to the Philadelphia Business Journal’s “40 under 40” and one of the Global Tax 50 by the International Tax Review for her “tireless and passionate tax reporting.”
Janet Novack joined Forbes in Washington in 1986 and has written about everything from the federal budget to bank failures to Social Security and retirement planning. Her most notable reporting has been about taxes, including exposing billionaire tax cheats and writing cover stories on tax shelters (both corporate and individual), tax evasion, tax informants, tax administration, tax policy and legitimate tax planning. For the last decade, she has been primarily an editor, adding her touch to both magazine and web stories about taxes, investing, the fintech industry, education, energy, personal finance, retirement and more. Before joining Forbes, Novack spent nine years as a newspaper reporter, covering economics, business and government.