Year-End Tax Planning Strategies

As the year comes to a close, now is the time to evaluate potential tax-saving opportunities before the calendar turns. Small adjustments made before December 31 may have a meaningful impact on your tax situation, retirement savings, and overall financial plan. Proactive decisions can set you up for a more successful 2027.

Join OpenPlan for an educational discussion on year-end tax planning. We’ll explore key strategies and considerations that may help you make informed decisions before filing your 2026 return and prepare for the year ahead. Whether you’re managing workplace benefits, investment accounts, stock compensation, or retirement savings, understanding your available options can help you approach 2027 with greater confidence.

What We’ll Cover

• Important year-end tax deadlines and planning opportunities
• Strategies to help maximize retirement and tax-advantaged savings
• Charitable giving and other tax reduction techniques
• Changes on the horizon that may affect your 2027 tax planning
• Common mistakes to avoid before year-end