The Complete 2026 Microsoft Tax Playbook

The Complete 2026 Microsoft Tax Playbook

Register Now!

January 29, 2026 at 12:00pm EDT

Stop scrambling every April. Build a 2026 Microsoft tax system that tracks what matters, maximizes new deductions, and keeps you organized all year.

Join Jason Epps, CFP®, CRPC®, as he walks through the exact system his Microsoft clients use to navigate new OBBBA charitable rules, close the 22% withholding gap, and build a year-round tax strategy that eliminates April tax surprises.

You’ll Learn how to:

  • Eliminate April scrambling with a proven document tracking system
  • Never miss critical deadlines with a personalized 2026 tax calendar
  • Automate RSU Sales to prevent costly mistakes and save time
  • Navigate new OBBBA rules, including the 0.5% AGI floor and 35% cap
  • Calculate your true tax liability—why Microsoft’s 22% withholding often isn’t enough
  • Build a flexible, year-round system that adapts as tax laws and rates change

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

Register now to receive your complete 2026 system, including the deadline calendar, document tracker, and action plan.

Space is limited to 100 participants.
Can’t attend live? All registrants receive recording access.

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