Year-End Tax Planning 2025

The One Big Beautiful Bill Act (OBBBA) is about to change the tax landscape in 2025 and beyond—new limits, new deductions, new traps… and new opportunities. This is your last chance to lock in pre-OBBBA benefits and position yourself for the year ahead.

Join us for a fast-paced, plain-English walk-through of the IRS Form 1040—line-by-line—to uncover last-minute moves that could save you thousands in taxes before December 31.

You’ll learn how to:

• Stay in your lowest possible tax bracket under the new OBBBA rules
• Avoid “phantom income” from mutual funds
• Cut taxable income from rental properties
• Minimize dividend taxes and RMD headache
• And much more

Registration is free and required.

About the presenter:

John Lau is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. 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.

Disclosure:

Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”). © 2025 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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