Year-End Tax Planning Workshop

Name: Year-End Tax Planning Workshop
Start: 2026-09-26T19:00:00.000Z
End: 2026-09-26T21:00:00.000Z
Location: Mathis Wealth Management Office, 1234 N Scottsdale Rd, Scottsdale, AZ 85250

Join us for a practical workshop on year-end tax planning strategies including tax-loss harvesting, charitable giving, retirement-account contributions, and other moves to consider before December 31. Educational only.

Date & Time: Saturday, September 26, 2026 at 12:00 PM

Location: Mathis Wealth Management Office, 1234 N Scottsdale Rd, Scottsdale, AZ 85250

As the year draws to a close, there are several tax-planning moves to consider. This workshop is designed to help you understand your options. It is educational only and not individualized tax advice.

Topics We Will Cover

**Tax-Loss Harvesting**: Selling investments at a loss to offset gains
**Charitable Giving**: Timing donations, donor-advised funds, and QCDs
**Retirement-Account Contributions**: Maximizing 401(k), 403(b), 457(b), and IRA contributions before year-end
**RMDs and Roth Conversions**: Managing required distributions and considering conversions in lower-income years

Who Should Attend

This workshop is appropriate for anyone interested in understanding year-end tax-planning concepts. It is not a substitute for individualized advice from a tax professional.

Format

This is a 2-hour educational session with Q&A. Light refreshments will be served.

Registration

Space is limited. Please register by September 19.

This event is educational in nature and does not constitute individualized financial, tax, or legal advice. For guidance specific to your situation, please consult a qualified professional.