Year-End Planning Essentials: Tax Moves and Key Deadlines
October 20 @ 12:00 pm - 1:00 pm
Speaker: Brian Rosso, Director of Operations, Wealth Adviser
Join Elevate Wealth Advisory for a retirement planning webinar focused on year-end planning—key deadlines, smart tax moves, and practical steps to help keep your financial plan on track before December 31. Brian Rosso, Director of Operations and Wealth Adviser, breaks down timely updates from the One Big Beautiful Bill Act, reviews planning items like
RMDs, retirement account contribution cutoffs, and open enrollment windows, and explains strategies such as tax-loss harvesting, charitable giving (including QCDs and donor-advised funds), and Roth conversion considerations. You’ll also learn about common tax “traps” to watch for, including Medicare IRMAA and the Net Investment Income Tax, and leave with a clear checklist of actions to consider before the year closes.
Submit questions ahead of time:
marketing@elevate-wealth.com
