Year-End Tax Planning Workshop: Prepare Before December 31
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Year-End Tax Planning Workshop: Prepare Before December 31

By Daysi Jacobson
Online event

Overview

Discover how year-end tax planning can save you money and keep you in control. Led by former IRS Revenue Agent, Daysi Jacob.son.

A successful tax season starts long before you file. Planning ahead gives you clarity, prevents last-minute stress, and helps you take advantage of credits, deductions, and strategies that expire on December 31.

Join our powerful workshops every first Wednesday of the month for valuable tax and planning insights.

In this workshop, Daysi Jacobson will guide you through practical steps you can apply right now to prepare your finances and position yourself for a smoother tax season.

With her experience as a former IRS Agent and trusted tax strategist, you will learn how to make informed decisions that protect your money and support your financial goals.

You will learn:

  • Why year-end planning matters and how it affects your 2025 tax return
  • Common mistakes that lead to overpaying
  • What documents and numbers you should organize before December 31
  • How business owners and individuals can legally reduce their tax burden
  • Simple steps to stay compliant without stress


Who should attend:
Individuals, self-employed professionals, and business owners who want to understand their options before tax season begins.

Event Details
📅 Wednesday, December 3, 2025
⏰ 05:00 PM to 06:00 PM
🌐 Online Workshop (Zoom link will be provided by email)

Registration is required to access the information.
Start preparing now.
Your future self will be glad you did.

Category: Business, Finance

Good to know

Highlights

  • 1 hour
  • Online

Location

Online event

Organized by

Daysi Jacobson

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Hosting

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Free
Dec 3 · 2:00 PM PST