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Event

Year-End Tax Planning Briefing

Our CPAs review the moves worth making before December 31. Live Q&A follows.

Two people reviewing a printed financial plan with a fountain pen

Date

2026-11-12


Time

12:00

—

13:00


Location

Online webinar

Director of Tax Planning Elena Voss, CPA, walks through the year-end moves our team reviews with every client, followed by live questions.

Registration is free. A recording will be sent to all registrants.

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New: The 2026 Year-End Planning Guide from our CPAs and planners. Download the guide