End of Year Tax Planning Strategies for Individuals

October 29, 2024 | 2:00PM - 3:30PM | San Mateo Public Library

Every year we must refresh our planning toolkit(s) to accommodate the multitude of changes --- and take advantage of a myriad of opportunities. Here is another chance to do some planning before the year is over.

At this popular end-of-year planning workshop, the presenter John Lau, Managing Director and Principal at Robertson Stephens, will walk you through IRS Form 1040 “U.S. Individual Income Tax Return” line-by-line to identify some of the last-minute planning ideas that may save you from paying any unnecessary taxes.

The course outline may change pending new tax legislation. Workshop topics include:

A tax bracket management strategy to help you stay in the lowest income tax bracket possible.
What you should do with your mutual funds before the end of year to avoid paying taxes on “fathom income”.
Tax saving ideas to cut taxable income from rental activities.
How to avoid paying taxes on the required minimum distribution from your retirement accounts.
How to minimize taxes on dividend income.
Tax reduction ideas if you do work from home.
And more

San Mateo Public Library: 55 W 3rd Ave, San Mateo, CA 94402

Presented in collaboration with the San Mateo Public Library.

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Presenter

John Lau, CPA, CFP®

John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning. John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. John is a public speaker on financial topics and has authored numerous financial books and booklets, including Winning the Retirement Race Between Time and Money; What Should I Do Before Anything Happens to Me; Suddenly Single; IRA Survival Guide After the SECURE Act, and more.

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Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. Please consult with your investment, tax and legal advisors in regard to your own personal circumstances. The information contained herein was compiled from sources believed to be reliable, but Robertson Stephens does not guarantee its accuracy or completeness. Investing entails risks, including possible loss of principal. Past performance does not guarantee future results. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2024 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.

Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Robertson Stephens Wealth Management, LLC and Fortune Financial Services, Inc. are separate entities and are not affiliated.

For information about Robertson Stephens, go to www.rscapital.com.

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