16/12/2025
✨ 2025 Year-End Tax Strategy Deadlines ✨
Many of today’s most impactful tax strategies expire or require action before 2026.
If maximizing tax efficiency is a priority, the window to act is now.
Critical deadlines to be aware of:
1️⃣ Charitable Lead Annuity Trust (CLAT) — by December 31
2️⃣ Private Aviation (Jet Program) — by December 31
3️⃣ Leveraged Entity Ownership Strategy (LEOS) — by December 17
4️⃣ Real Estate Investments — by December 20
5️⃣ Qualified Opportunity Zones — 180 days from realizing a capital gain
6️⃣ Short-Term Rental Strategy — must be implemented by January 1, 2026
⏳ Year-end strategies are deadline-driven.
Delaying action can eliminate the opportunity entirely.
Plan proactively. Plan strategically.
