Evergreen Wealth Announces Year-End Investment Webinar Focused on Tax Strategies
Bill Harris, founder and CEO of Evergreen Wealth. Harris was previously CEO of PayPal, CEO of Intuit (TurboTax, Quicken, QuickBooks), and founding CEO of Personal Capital, a wealth management firm he started and grew to $23 billion in assets. He is also the author of the "Investment Tax Guide: How to Slash Your Taxes." • Photo Credit: Evergreen Wealth
MIAMI, March 15, 2025 (FINANCE INTERVIEWS) — Financial services firm Evergreen Wealth, a registered investment advisor specializing in tax-aware investment management, has announced a live webinar scheduled for December 2, 2025, to outline seven year-end tax strategies for investors to consider before December 31.
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Finance Blog •
The webinar will focus on planning approaches for high-net-worth individuals and families, including Roth conversion opportunities related to the Tax Cuts and Jobs Act sunset, tax-loss harvesting, tax-gain harvesting, charitable giving, family gifting, and timing of income and deductions.
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Finance News •
Harris says the session is intended to help investors align their financial decisions ahead of the upcoming tax year.
“Investors don’t need to let taxes chip away at their momentum. Unlike a generic ‘Top 10 Checklist,’ our Year-End Investment Playbook webinar will offer practical advice that layers seven key strategies that allow high net worth investors and their families to use targeted, year-end moves that can reduce taxes and help strengthen after-tax outcomes. It’s purposeful year-end planning designed to help investors protect their gains, reduce tax drag, and prepare for major tax law changes in 2026, so they can keep more of what they earn,” said Harris.
He added that year-end considerations require timely action.
“Many year-end tax considerations are time-sensitive. Affluent and high-net-worth individuals and their families will leave our webinar with specific planning opportunities and strategies to evaluate and potentially take advantage of before the current tax year ends,” said Harris.
The firm noted that clients can schedule a financial review with their advisor to assess investment, tax, and estate planning needs ahead of the 2026 tax transition.
Registration details for the December 2 webinar are available through Evergreen Wealth.
For more information, visit www.evergreenwealth.com.
Source: Evergreen Wealth
