Year-end Tax and Rebalance Strategies

Year-End Tax and Rebalance Strategies

Date: November 18, 2025
Time: 6:30 PM – 7:30 PM
Location: Zoom

Get ahead before year-end! This virtual workshop is designed for business owners and self-employed professionals looking to make smart financial moves before December 31. Learn how to:

• Cut avoidable taxes through proper timing of income and expenses

• Maximize deductions and retirement contributions

• Review and rebalance your financial strategies for the new year

• Prepare year-end books and records to hand off smoothly to your CPA

Join us for practical, easy-to-apply guidance that can help you finish 2025 strong and set up for a successful 2026.

Note: This session is for educational purposes only and does not constitute tax, legal, or financial advice.