FREE WORKSHOP | End of Year Tax Planning Strategies for Individuals

Every year we must refresh our planning toolkit(s) to accommodate the multitude of changes --- and take advantage of a myriad of opportunities. Here is another chance to do some planning before the year is over.

At this popular end-of-year planning workshop, John Lau and Matt Lau, will walk you through IRS Form 1040 “U.S. Individual Income Tax Return” line-by-line to identify some of the last-minute planning ideas that may save you from paying any unnecessary taxes.

The course outline may change pending new tax legislation. Workshop topics include:

1. A tax bracket management strategy to help you stay in the lowest income tax bracket possible.
2. What you should do with your mutual funds before the end of year to avoid paying taxes on “fathom income”.
3. Tax saving ideas to cut taxable income from rental activities.
4. How to avoid paying taxes on the required minimum distribution from your retirement accounts.
5. How to minimize taxes on dividend income.
6. Tax reduction ideas if you do work from home.
7. And more

Presented in collaboration with the San Mateo Public Library.

About the presenters: John Lau & Matt Lau

John is a CPA and a Certified Financial Planner (CFP®) professional. John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices. John and his team specialize in retirement distribution planning and serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning.

Matt is a Senior Vice President at Robertson Stephens’ San Ramon and Burlingame. He uses a holistic approach to advise high-net-worth individuals by coordinating strategies in financial planning, investment management, tax planning, and estate planning. Matt is a CFP®, an Enrolled Agent and holds the Series 65 Investment Adviser Representative license.

Disclosure:

Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”). © 2024 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.

Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Robertson Stephens Wealth Management, LLC and Fortune Financial Services, Inc. are separate entities and are not affiliated.

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