Tax Planning & Best Practices

Collections

• 2025: year-end tax playbook

  What you’ll learn: 1) Turn losses into meaningful tax savings 2)Rebalance correctly (and avoid accidental risk-taking) 3)Contribute to the right accounts before year-end 4) Make strategic withdrawals and give to charity to reduce taxes 5) Start 2026 on the right foot so you never have to scramble again