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title: "November Insights: Year-End Tax Planning and Tax Law Updates"
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Actionable insights, important year-end updates and planning opportunities.

| View in browser November 2025 Year-End Tax Planning \| Insight Hub   Weaver's 2025 Year-End Tax Planning series highlights actionable insights, important year-end updates and planning opportunities for businesses, individuals and investors alike.   YEAR-END TAX RESOURCES → Leading Through Change and Uncertainty \| Podcast               Explore how agility and resilience can transform leadership in times of change and uncertainty. Join our hosts in this insightful episode.   HOW CAN LEADERS THRIVE AMIDST CHANGE? → Important Update for Current Weaver Clients: Our Banking Information Has Changed We wish to inform Weaver’s current clients that the firm has switched to JPMorgan Chase Bank for payment remittance. Our new banking information is included below. Please update your systems and begin sending payments to our new account at your earliest convenience.   We value our relationship with you and thank you for your business! If you have any questions, contact us at accountsreceivable@weaver.com or 817-882-7740.   For Wire Transfers: Bank Routing Number: 021000021 Bank Swift BIC: CHASUS33 Bank Name: JPMORGAN CHASE BANK, N.A. - NEW YORK Account Number: 695168933 Account Name: WEAVER AND TIDWELL LLP Operating Account   For ACH Credit: Bank Routing Number: 111000614 Same information as above. ASSURANCE AND ADVISORY When Ghost Students Target Financial Aid Systems   Colleges face rising fraud from “ghost students.” Learn how to detect fake enrollments, strengthen controls and protect aid funds.   WHAT ARE GHOST STUDENTS? → RIA Surprise Examinations: Who Benefits and How to Prepare   Surprise examinations may offer RIAs a practical path to custody rule compliance. Learn when exams work best, what they involve and steps to get ready.    PRACTICAL GUIDANCE → TAX Year-End Tax Planning for Individuals: Key 2025 OBBBA Provisions and Strategies   Understand new OBBBA tax changes for individuals and practical steps to lower your 2025 tax bill before year end.    READ HIGHLIGHTS FROM THE OBBBA → Energy Tax Credits and Incentives: Federal Tax Law Updates   The One Big Beautiful Bill Act (OBBBA) picked winners and losers with alternative energy. Discover its effects on year-end tax planning.   KEY TAKEAWAYS → HIGHLIGHTS Join Weaver's Alumni Network    The connections you make throughout your career are some of your most valuable resources for ongoing success. The Weaver Alumni Network offers a powerful platform to help you maintain and expand those relationships.    SIGN UP → Weaver Opens New Office in Denver, Colorado     The office represents Weaver’s continued investment in regional growth and its commitment to serving clients across a broad spectrum of industries.   OUR EXPANDING FOOTPRINT → Auditing your inbox? Optimize your email portfolio by managing your preferences. As your accountants and advisors, we're here to ensure your inbox investment pays off. Or, if it’s time to cut costs, unsubscribe.   Questions? Contact us or call us at 800-332-7952 Weaver, 4400 Post Oak Parkway, Suite 1100, Houston,Texas,77027 |
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