Checks and balances: Smarter tax planning for 2025 – and beyond
This session explores forward-looking tax strategies designed specifically for builders and business owners. Attendees gain insight into planning approaches that support long-term financial stability and growth.
What you can expect from this video:
Topic
Tax planning and financial strategy.
Solutions
Learn tax planning approaches that help CBUSA members preserve capital, improve cash flow and plan for the future.
CBUSA value
CBUSA connects members with trusted financial expertise to strengthen long-term outcomes.
Brian Raleigh
President & Founder, Raleigh Wealth Solutions
Meet the speakers
Brian Raleigh is president and founder of Raleigh Wealth Solutions, advising clients on retirement income, tax strategy and long-term wealth planning. He brings more than 25 years of experience guiding individuals and business owners through complex financial decisions. Raleigh is known for disciplined planning and straightforward counsel. His firm emphasizes integrated strategies aligned to client goals. He founded Raleigh Wealth Solutions to deliver a highly personal, outcomes-focused advisory model. His leadership centers on clarity, confidence and long-term stewardship.
Mikayla Raleigh
Wealth Manager,
Raleigh Wealth Solutions
Mikayla joined Raleigh Wealth Solutions after earning her Master of Science from Oklahoma State University. A former Park Scholar at North Carolina State University, she holds an undergraduate degree in human biology. Mikayla transitioned her career to the financial industry after college. She is passionate about serving Raleigh Wealth Solutions’ select families and business owners, designing tax-efficient strategies and helping clients build wealth aligned with their long-term goals.
Mikayla is also committed to expanding financial literacy among young professionals. Through her YouTube series, “Mondays with Mikayla”, she shares industry best practices including budgeting, IRAs and advanced planning strategies for high-income earners.