Disclaimer: BiggerPockets does not support or sponsor any meetups unless otherwise noted. Do your due diligence before attending any events. You may be agreeing to attend an event that includes promotion, pitching, or high-pressure sales tactics or techniques. There may be pitching of products, services or properties at this event!
Accredited Investment Fiduciary, AIF®, Financial Planner, Tax Strategist, Real Estate Investor · Atlanta, GA · Member since 2012 · 2k+ posts · 979 votes
The 2026 Year-End Tax Planning Blueprint presented by Hampton Tax and Financial Services LLC
Your 2026 tax strategy should be decided before December—not in April.
The fourth quarter is one of the most important planning windows of the year.
Before December 31st, there may still be opportunities to make strategic decisions involving your taxes, retirement accounts, investments, business, real estate and estate plan.
I’m hosting a FREE 1-hour Zoom webinar:
The 2026 Year-End Tax Planning Blueprint
- Tuesday, October 27, 2026
⏰ 7:00–8:00 PM ET
- Online via Zoom
We’ll cover:
1. How to build a year-end tax projection
2. Roth conversion strategies
3. Maximizing retirement contributions
4. Tax-loss and gain harvesting
5. Capital gains management
6. RMD planning
7. Business-owner tax opportunities
8. Real estate investor tax opportunities
9. Review insurance
10. Estate and beneficiary planning
11. 90-Day Action Plan & CTA
Who should attend?
Business owners, real estate investors, high-income professionals, pre-retirees, retirees and anyone who wants to be more proactive about their financial and tax planning.
- Attendee bonus: Registrants will receive a FREE 30-minute Year-End Planning Assessment.
