Year-End Tax Planning Strategies

Join us on Wednesday, December 2 at 12–1 PM PT | 3–4 PM ET

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

Meet Your Presenter

Matt Mormino, CFP^®

Managing Director

Meet OpenPlan®

OpenPlan^® is a premier retirement plan advisor to companies across the country, providing fiduciary investment advice and plan consulting to businesses. We offer an individualized engagement approach to meet each employee where they are on their journey to financial confidence. From one-on-one consultations with an Advisor to financial education seminars, our employee engagement is customized to each company’s unique needs.

For individuals who need a personalized plan, OpenPlan offers a partnership with a CFP® advisor to build a comprehensive financial plan customized to your goals, providing you with peace of mind as you navigate life transitions and empowering you to pursue the things that matter most.

This is a general, non-tailored communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific product or strategy. None of Brighton Jones, its affiliates, or employees is suggesting that the recipient or any other person take a specific course of action or any action at all. Accordingly, this information is not intended to cause such parties to become a fiduciary.

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