Critical Year-End Tax Strategies

Critical Year-End Tax Strategies

Register Now!

On-Demand Webinar and Checklist

Specifically for Microsoft Employees


Jason Epps, CFP®, CRPC®, 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

Request the webinar now and learn how to optimize your 2025 taxes and set yourself up for long-term success!

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