Close Strong: Year-End Planning for Leaders

Principal Before the calendar flips to 2026, make sure your organization isn’t leaving money on the table. Watch our fast-paced, insight-packed on-demand session designed to help you close the year with confidence and clarity. We’ll share updates on tax deductions you might be missing — including real-life examples of clients who have saved thousands of dollars already this year. At the end of this video, you will be able to: Recognize how to avoid year-end reporting scrambles 1099s Cash basis tax planning Accounting method considerations Identify how to set up systems to work smarter in 2026 What to automate and delegate Recall retirement plan setup and funding options before year-end Identify year-end strategic tax moves Depreciation strategies, including bonus depreciation and Section 179 Qualified production property Research and development (R&D) strategies, including Section 174 planning Who should watch This session is designed for business owners, organization leaders, CEOs, CFOs, controllers, and other professionals interested in year-end planning. Speakers © 2026 CliftonLarsonAllen. All rights reserved. "CliftonLarsonAllen" and "CLA" refer to CliftonLarsonAllen LLP. Securities and investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor, member FINRA/SIPC. CliftonLarsonAllen is a Minnesota LLP, with more than 120 locations across the United States. The Minnesota certificate number is 00963. The California license number is 7083. The Maryland permit number is 39235. The New York permit number is 64508. The North Carolina certificate number is 26858. If you have questions regarding individual license information, please contact Elizabeth Spencer . CLA (CliftonLarsonAllen LLP), an independent legal entity, is a network member of CLA Global , an international organization of independent accounting and advisory firms. Each CLA Global network firm is a member of CLA Global Limited, a UK private company limited by guarantee. CLA Global Limited does not practice accountancy or provide any services to clients. CLA (CliftonLarsonAllen LLP) is not an agent of any other member of CLA Global Limited, cannot obligate any other member firm, and is liable only for its own acts or omissions and not those of any other member firm. Similarly, CLA Global Limited cannot act as an agent of any member firm and cannot obligate any member firm. The names “CLA Global” and/or “CliftonLarsonAllen,” and the associated logo, are used under license.