Year-End Tax Strategies for Microsoft Employees

Year-End Tax Strategies for Microsoft Employees

Register Now!

October 27th, 2026 at 12pm ET

Join Jason Epps, CFP®, CRPC®, for a free live webinar on year-end tax strategies for Microsoft employees. Learn how to reduce potential tax surprises, make the most of available savings opportunities, and enter 2027 with a clearer plan.

Many of these strategies must be completed by December 31st.

What You’ll Learn:

  • New 2026 tax rules: what the bigger SALT deduction and charitable changes mean for you
  • RSU withholding gaps: why 22% often falls short, and how to avoid an April surprise
  • December 31 deadlines: tax-loss harvesting, 401(k), and charitable-giving strategies
  • The Mega Backdoor Roth: how to save more than the standard 401(k) limit allows
  • Your 2027 game plan: how to diversify MSFT stock and plan for the year ahead

Register now to learn which strategies may apply to you—and what steps to consider before year-end.

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