About the Event
Don’t Wait Until December: Make Your Year-End Moves Now Charitable Contributions, Retirement Planning and Tax-Saving Strategies
November is your final strategic window before year-end. Waiting until December often leads to rushed decisions, missed deductions, and lost opportunities. In this webinar, we walk business owners, high-income earners, investors, and entrepreneurs through the most impactful year-end moves you can still make now. From charitable giving and retirement contributions to income timing and depreciation strategies, this session helps you act intentionally before the clock runs out.
What We Will Cover
- Why November is the most strategic month for year-end planning
- Charitable contribution strategies and documentation requirements
- Donor-advised funds and tax-efficient giving approaches
- Final-year 401(k), IRA, Roth IRA, and catch-up contribution planning
- Coordinating retirement contributions with projected income
- Business owner strategies including bonus timing and distribution planning
- Capital purchases and accelerated depreciation considerations
- Income shifting between years or entities
- Passive vs active income coordination
- Real-world examples of proactive November tax moves
What You Will Learn
- How to reduce taxable income before year-end deadlines
- How charitable contributions can strategically lower your tax bill
- How to maximize retirement contributions for both current savings and long-term growth
- How to time bonuses, distributions, and purchases strategically
- How to avoid rushed December decisions that limit flexibility
- How to coordinate personal and business strategies for maximum impact
- Clear action steps to implement before year-end closes
