Key topics covered: 

• Updates on Tax Laws: Insights into any recent changes in tax legislation that could impact your planning. 
• Income and capital gain tax planning: how to maximize the deduction for W2 income and capital gains. 
• 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. 
• Actions you should take at the beginning of the year: actionable plan you can consider especially at the beginning of the 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.   

The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.   

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.