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Free guide

The 2026 Year-End Planning Guide

Twenty-two pages on the tax, investment and estate decisions worth making before December 31, written by our CPAs and planners.

  • Roth conversion and bracket planning
  • Charitable strategies that still work
  • Equity compensation calendar
  • Estate plan checkup

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Important information

Evenhold Partners, LLC is a fictional firm created to demonstrate the Oechsli Framework. Content on this site is sample material only and is not investment, tax or legal advice. Past performance does not guarantee future results.

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