Registration opens:
November 01st, 2026

Tax Planning: Strategies to Reduce Your Lifetime Tax Bill

with Harry Eng

Don't just prepare your taxes: plan them. Most of us think about taxes only after the year is over -- when our tax return tells us what happened. The chance to manage our tax liability may be gone.

REGISTER

Don't miss the opportunity to reduce or manage your tax liability: join CPA and tax strategist Harry Eng for an informative, practical, and easy-to-understand presentation on how thoughtful tax planning can help you make better financial decisions today -- and potentially reduce your total tax burden over your lifetime.  We'll look at tax planning from the perspective of everyday individuals and families, retirees, and small-business owners, with examples designed to make even complicated tax concepts understandable.

What You'll Learn

• Managing your tax bracket and the timing of income and deductions
• Understanding when a Roth conversion may make sense
• Making the most of retirement plans, IRAs, Roth Accounts and RMDs
• Understanding the tax implications of Social Security and Medicare
• Using charitable giving strategies, including QCDs and appreciated securities
• Making better decisions about investments, capital gains, and losses
• Taking advantage of HSAs and other tax-favored accounts
• Understanding important 2026-2027 tax-law changes
• Helping small business owners coordinate QBI, retirement plans, depreciation and other tax strategies
• Considering the tax consequences of estate and family financial planning

Tax planning isn't just for the wealthy.

Come with your questions, your curiosity, and perhaps your latest tax return -- and leave with a better understanding of the tax-planning questions you should be asking before the next tax year begins.

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