The tax environment continues to evolve, and the 2025 tax filing season brings new thresholds, adjustments, and planning considerations that will impact the returns you file in 2026. Join us for a concise, educational overview designed to help you understand what has changed and how those changes may affect your broader financial picture.
We are pleased to welcome Kasia Cutrera, CPA, of De Sensi and Associates, who will share insights into key tax updates and common issues she is seeing for the 2025 tax year.
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Date: Tuesday, January 6, 2026 • 12:30 PM CST • Conducted via Microsoft Teams
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Your Speakers
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Kasia Cutrera is a CPA located in Chicago. At De Sensi, she has supported individual and small‑business clients through many tax seasons with a focus on accuracy, clarity, and practical insight. She has worked alongside Szablis and other Full Circle Financial advisors on educational case studies illustrating how tax considerations intersect with broader financial planning decisions. Her focus is on providing clarity around decisions that could have broader tax implications. |
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Szablis M. Klee is a Personal Financial Advisor and Principal at Full Circle Financial, focused on helping clients make confident decisions through clear future-scaping and educational financial guidance. She is a frequent educator for Financial Educators Network, providing retirement courses at colleges for those looking to understand their the complexities of their financial choices and the effect of their actions on their lives and the lives of those they love. |
Important information
Szablis Klee is a Registered Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA, SIPC. Full Circle Financial, United Planners, Financial Educators Network, and De Sensi and Associates, are not affiliated. Full Circle Financial, United Planners, and Financial Educators Network, do not offer legal or tax advice.
The information presented here and during this presentation is for educational purposes only. It is not a recommendation to buy or sell any security. Investing involves risk, including the possible loss of principal.
Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Neither United Planners nor its financial professionals render legal or tax advice. Please consult with your accountant or tax advisor for specific guidance.