Year-End Tax Planning Workshop: Prepare Before December 31
Overview
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.
Good to know
Highlights
- 1 hour
- Online
Location
Online event
Organized by
Daysi Jacobson
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