Tax Moves to Make Now That Could Save You Thousands
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Tax Moves to Make Now That Could Save You Thousands
As the year comes to a close, some of the most important tax decisions you can make are still in front of you. But once December 31 passes, many of those opportunities may disappear.
Join Nicole Green, EA, Tax Advisor at Robert Hall & Associates, for a practical year-end tax planning session focused on the moves individuals and business owners should be evaluating now. From understanding where you stand and avoiding an unexpected tax bill to maximizing deductions, reviewing your business structure, and taking advantage of planning opportunities before it’s too late, this session is designed to help you finish 2026 with a plan.
During this session, you’ll learn:
- Know Where You Stand: How tax projections, estimated payments, and withholding reviews can help identify potential problems before tax season.
- Find Year-End Tax Savings: Explore opportunities involving equipment and technology, vehicles, retirement contributions, home offices, charitable giving, real estate, energy incentives, and more.
- Review Your Business Structure: Why year-end is an important time to evaluate whether your current entity and payroll strategy still make sense.
- Avoid Costly Year-End Mistakes: Learn which commonly missed opportunities can become difficult or impossible to fix once the calendar turns.
- Understand What’s Changing: Identify tax law changes and new planning opportunities that could affect your strategy going into 2027.
- Think Beyond This Year’s Tax Bill: See how proactive tax planning can support longer-term goals involving your business, retirement, investments, and wealth.
The goal isn’t simply to file another tax return. It’s to make smarter decisions before the year ends, while you still have time to make an impact.
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