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Year-End Tax Planning Webinars
Practical Year-End Tax Tips to Help You Plan with Confidence
Agenda: As 2025 winds down, year-end tax planning is more important than ever—especially with the sweeping updates introduced in the One Big Beautiful Bill (OBBB). This webinar is designed for professionals and individuals alike, offering practical strategies you can implement now and before December 31 to maximize savings and minimize surprises at tax time. And, just as important, we’ll discuss which strategies may be worth holding off on until 2026 or beyond—so you can make informed choices about timing.
November 4 Presenters: Rollin Groseclose, CPA, CGMA and Milton Howell, CPA, CESP
November 13 Presenters: Rollin Groseclose, CPA, CGMA and David Mize, CPA
Date: Tuesday, November 4
Time: 2 - 3 p.m.
Presented via Zoom
Date: Thursday, November 13
Time: 11 a.m. - 12 p.m.
Presented via Zoom
Date: Tuesday, December 9
Time: 8 - 11 a.m.
Presented Live at Proximity Hotel - Weaver Room
Wrapping Up the Year Right: Professional Ethics, NC Laws and Rules, & Year-End Tax Planning Essentials
How are you supporting your business in 2025?
Greensboro, NC: Join DMJPS CPAs + Advisors at Greensboro's Proximity Hotel for a morning of learning, connection, and practical insights to help you close the year strong. Our Ethics CPE presentation is open to friends, colleagues, and industry professionals. This year’s program features Art Winstead, CPA, presenting on Professional Ethics, followed by a Year-End Tax Planning session led by Rollin Groseclose, CPA, CGMA.
Presenter: Art Winstead, CPA, CFE, CFF, CGMA & Rollin Groseclose, CPA, CGMA
Professional Ethics & NC Laws and Rules
How are you supporting your business in 2025?
Agenda: Join DMJPS CPAs + Advisors for our annual CPE webinar open to friends, colleagues, and industry professionals. This year we will feature DMJPS presenter, Art Winstead who will address the annual ethics material.
Presenter: Art Winstead, CPA, CFE, CFF, CGMA
Date: Thursday, December 11
Time: 2 - 3 p.m.
Presented via Zoom
Date: Tuesday, January 20, 2026
Time: 2 - 3 p.m.
Presented via Zoom
Protecting Value: Structuring Business Deals for Tax Efficiency
Is Your Business Deal Structured to Work for You?
Agenda: Are you considering buying or selling a privately held business? How a transaction is structured can significantly affect tax outcomes—for both buyers and sellers. Join the DMJPS Transaction Advisory team for an informative webinar designed to help business owners, executives, and family business members understand how to structure deals with tax efficiency in mind.
Presenters: Mike Gillis, CPA, PFS, CGMA and David Mize, CPA
Preparing Today for Tomorrow: Aligning Business Value and Exit Plans
From growth to transition, make every decision count.
Agenda: Join DMJPS CPAs + Advisors to discover how understanding your company’s value today can shape a smarter path for tomorrow. This session explores how strategy, buyer type, and timing influence business valuation—and how proactive planning can help set expectations, uncover opportunities, and ensure a smooth transition.
Presenter: Sara Maddox, ABV, AM, CVA, EA
Date: Thursday, February 19, 2026
Time: 2 - 3 p.m.
Presented via Zoom
Missed a DMJPS Webinar? Watch Recorded Presentations Here
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Delivery Method: Group-Internet Based; Level: Basic; Advance Preparation: None; Prerequisites: None
*DMJPS PLLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
NASBA Sponsor Identification Number is 124479 for both Group Live and Internet Based delivery methods.