Critical Year-End Tax Strategies

Critical Year-End Tax Strategies

Register Now!

December 3rd, 2025 at 12:00pm EDT

Specifically for Microsoft Employees


Join Jason Epps, CFP®, CRPC®, as he reveals the exact tax strategies Microsoft employees are using right now to reduce their 2025 tax bill and position themselves for success in 2026.

URGENT: Many of these strategies must be executed by December 31st!

What You’ll Learn:

  • One Big Beautiful Bill tax law changes to take advantage of in 2025 – plus planning opportunities for 2026
  • Year-end essentials: tax-loss harvesting, maximizing retirement plan contributions, and charitable contribution strategies
  • How to capture additional 401(k) contributions through the Mega Backdoor Roth before year-end
  • Smart strategies for RSU tax optimization and diversification in the new year
  • A proven framework to position your finances for 2026 success

Stick around for an open Q&A to get personalized strategies and answers to your specific questions.

Space is limited to 100 participants.

Reserve your spot now and learn how to optimize your 2025 taxes and set yourself up for long-term success!

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