Beyond Taxes: Financial and Investment Strategies for 2025
Turning today’s opportunities into tomorrow’s wealth
Jon Sullivan of Morgan Stanley joins Anomaly CPA’s Greg O’Brien and John Malone for a powerful session on personalized investment and financial strategies in 2025. With new tax laws opening doors for business owners and investors, this webinar will show you how to connect tax planning with long-term wealth management, retirement planning, and financial security.
You’ll discover how the right financial moves today, from 401(k) rollovers to alternative investments, can turn short-term tax savings into lasting wealth.
Thursday, September 25, 2025
@2:00PM EST
Client Exclusive
Exclusive to Anomaly clients + 1 friend
Your Guest Speaker:
Jon Sullivan
Vice President, Financial Advisor, Senior Portfolio Manager at Morgan Stanley
Your Host:
Greg O'Brien
Award-winning CPA specializing in complex tax planning and virtual CFO
Your Host:
John Malone
Award-winning certified Tax Coach, Attorney, and Business Advisor
We’ll explore Morgan Stanley’s approach to helping clients align financial planning, retirement goals, and business strategy with the new tax environment. Jon Sullivan will share how wealth management tools, lending products, and professional portfolio strategies can be used to preserve wealth, create flexibility, and capture opportunities in 2025.
Then we’ll take it further by connecting these strategies to real-life decisions business owners face. From structuring retirement plans and reinvesting tax savings, to exploring alternative investments and trust services, you’ll walk away with a clear framework to grow, protect, and transfer wealth in the most tax-efficient way possible.
REGISTER MY SPOTWhat You Will Learn On This Live Training Event:
How to align your financial and retirement planning with the 2025 tax landscape
The role of 401(k) rollovers and wealth planning in reducing taxes and securing long-term savings
How alternative investments and business planning strategies create diversification and growth
Ways to leverage cash management, lending, and professional portfolio management for financial flexibility
A practical framework to integrate tax savings with wealth, retirement, and trust strategies for lasting impact
As Seen On:
About the Guest:
Jon Sullivan
Guest
Jon Sullivan has more than 15 years of experience guiding clients through financial, retirement, and investment strategies. Before joining Morgan Stanley in 2017, he worked with AIG and Lincoln Financial, building expertise in wealth management, retirement planning, and business succession.
At Morgan Stanley, Jon focuses on designing efficient investment portfolios and collaborating with CPAs and estate attorneys to deliver comprehensive results. He advises business owners, executives, and families on tax-efficient wealth planning, stock options, and long-term growth strategies.
A Boston native and former collegiate All-American athlete, Jon also serves as a board member for Sudbury for Wounded Warriors, reflecting his commitment to both his profession and his community.
About the Hosts:
Greg O'Brien
Host
Greg O'Brien is an award winning CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment.
As the only Certified Tax Strategist in Massachusetts, licensed by the American Institute of Certified Tax Planners, he specializes in using advanced tax reduction strategies to help business owners and individuals with complex situations reduce their overall tax burden.
John Malone
Host
John is a multi-faceted advisor with a passion for working with entrepreneurial clients and early stage businesses as they navigate complex tax and financial issues. John understands that your business and life are intertwined, requiring a management strategy that considers the right now in conjunction with your company's financial longevity and wellbeing.
John’s focus is on his client’s future, which is centered around proactive and advanced tax planning. John is a Certified Tax Coach as designated by the American Institute of Certified Tax Planner. With this background, he aims to provide innovative solutions to the ever-changing tax landscape. John is also an Attorney that has been recognized as a “Rising Star” each year from 2018 through 2021 by the Massachusetts Super Lawyers Magazine.
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Hosted by Greg O’Brien, John Malone and Special Guest Jon Sullivan
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