Key topics covered: 

• Year-End Tax Strategies: Practical tips for maximizing deductions as the year comes to a close. 
• Updates on Tax Laws: Insights into any recent changes in tax legislation that could impact your planning. 
• Retirement Planning: How to optimize your retirement contributions and benefits for tax purposes. 
• Equity Compensation Planning: RSU, ISO, NQSO common tax mistakes and strategies to minimize tax. 
• Charitable & Gifting Strategies: Timing donations and annual gifts for maximum impact before new AGI limits take effect in 2026. 
• Business Planning: SALT workarounds for pass-through entities. 
• Tax Gain & Loss Harvesting: Tactical strategies to harvest gain and loss before the end year 

Advisory services offered through Taurus Financial, a registered investment advisor. Certain investment advisor representative (IAR) of Taurus Financial is also registered representative of and offer securities through LPL Financial, member FINRA/SIPC. Taurus Financial is a separate entity from LPL Financial.   

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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.