9 Year-End Tax Moves: Plan Smart, Save Big [TRAINING]

As we approach the end of the year, now is the perfect time to assess your financial situation and take steps to reduce your tax burden. To help you make the most of your year-end planning, we’re hosting a virtual “Office Hours” workshop titled “9 Year-End Tax Moves: Plan Smart, Save Big” on Tuesday, September 24th, from 4:00 – 5:00 PM Mountain Time.

This workshop will dive into nine essential tax-saving strategies you can implement before the year ends. Whether you’re looking to maximize your retirement contributions, optimize your charitable donations, or ensure your required minimum distributions (RMDs) are in order, this event is packed with actionable insights to help you prepare for tax season and beyond.

What You’ll Learn:

Here’s a sneak peek at the topics we’ll cover:

• Maximizing Retirement Contributions: Learn how contributing to 401(k)s, IRAs, and other retirement accounts can lower your taxable income.
• Harvesting Tax Losses: Discover the power of offsetting capital gains by selling underperforming investments.
• Considering Roth IRA Conversions: Understand how converting a traditional IRA to a Roth IRA could result in long-term tax savings.
• Utilizing Tax-Advantaged Accounts: Explore how Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) can help you reduce taxable income.
• Reviewing Charitable Contributions: Make the most of your charitable donations with potential tax deductions.
• Planning for RMDs: If you’re over 72, avoid penalties by ensuring you meet the RMD requirements for your retirement accounts.
• Evaluating Estate Planning Strategies: Learn how gifting strategies can reduce estate taxes and take advantage of the annual gift tax exclusion.
• Reviewing Withholding & Estimated Taxes: Ensure you’re not facing penalties by reviewing your tax payments.
• Consulting a Tax Professional: We’ll discuss how a tax advisor can provide personalized recommendations based on your unique financial situation.

Why This Matters:

Year-end tax moves aren’t just about saving money this year—they’re about creating a solid financial foundation for the future. By taking advantage of these strategies, you can reduce your tax bill, increase your savings, and make sure your financial plan is on the right track.

Interactive Q&A Session:

One of the highlights of our Office Hours workshop is the live Q&A session at the end of the presentation. Have specific questions about your tax strategy? This is your chance to get expert advice directly from our seasoned financial advisor.

Event Details:

📅 Date: Tuesday, September 24
🕓 Time: 4:00 – 5:00 PM Mountain Time
💻 Location: https://us02web.zoom.us/j/4417294212

Mark Your Calendars! Don’t miss out on this opportunity to learn valuable tax-saving moves just in time for the end of the year. Click here to join the workshop!