San Ramon|Local Event
WEBINAR | Year-End Tax Planning Decisions to Consider
Event Details
Your 2026 Tax Window Is Closing
By the time you prepare your 2026 tax return, many of this year’s most valuable planning opportunities will already have expired.
This live webinar discusses year-end tax planning decisions to consider before December 31.
The presenter will follow a hypothetical retired couple and examine how their investment, retirement, charitable, real-estate, and tax decisions affect one another.
Tax preparation tells you what happened. Integrated tax planning helps determine what should happen next.
About the Presenter: John Lau, CPA, CFP®
John is a Principal and Managing Director at Robertson Stephens Wealth Management, LLC. John and his team specialize in helping individuals and families navigate the financial complexities of retirement through Retirement Income Architecture™, a comprehensive methodology he developed that coordinates investment management, tax planning, retirement income, estate planning, and legacy strategies into a unified retirement plan.