MBK's Year-end Tax Update Hybrid Roundtable

December 23, 2025

On December 12th MBK Senior Manager Mary Walsh and Tax Supervisors Olivia Calcasola and Elise Puza presented a special hybrid roundtable discussion with individuals and business leaders.


Team MBK provided insights on year-end tax planning strategies and items to consider for the future. Collaboratively, the speakers covered topics impacting individuals, trusts and estates, businesses, and non-profits, while highlighting key immediate and future considerations related to the One Big Beautiful Bill Act (went into effect July 2025). The presentation portion of the roundtable concluded with a snapshot of what is happening at a state and local level.


After the presentation wrapped up, there was an opportunity for attendees to ask questions, which led into further discussions on challenges and solutions.


The presentation/discussion-style format of the roundtable made this event impactful because it gave individuals and business leaders an opportunity to discuss ideas related to specific areas of the business. To learn more about MBK's roundtables, sign up here for the event newsletters.

This material is generic in nature. Before relying on the material in any important matter, users should note date of publication and carefully evaluate its accuracy, currency, completeness, and relevance for their purposes, and should obtain any appropriate professional advice relevant to their particular circumstances.

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