2026 Tax Changes for Investors and Year-end Strategies

About this event

Meeting Details 9:00 am Pacific - Introduction 9:05 am Pacific - Presentation and Q&A 11:40 am Pacific - Anticipated End Presentation: 2026 Tax Changes for Investors and Year-end Strategies Speaker: Russell Barnett, EA, CTS, CRETS, CEO and principal of Silicon Valley Tax Coach About This Presentation: Russell Barnett will be reviewing changes to the tax landscape in 2026 as well as what investors should consider predicting and minimizing their tax burden as we close out the year. Highlights: 1. What changes have occurred to tax laws for 2026 and what will be taking effect in 2027. 2. What investors need to know as they close out the year in order to understand what tax payments need to be budgeted. 3. Several strategies that can be used to make your investments and overall income more tax efficient in 2026 and beyond. Speaker's Bio: Russell Barnett is an Enrolled Agent and Certified Tax Strategist with more than 20 years of experience and is the CEO of Silicon Valley Tax Coach in San Jose, CA. SVTC provides comprehensive tax and accounting compliance services for small businesses and individuals as well as proactive tax planning for business owners and investors to legally reduce the amount of money they pay in taxes. About This Meeting Silicon Valley AAII offers this Webinar on Zoom for free. If you would like to register for Zoom or invite people, please register using the Zoom Registration system by clicking. https://us02web.zoom.us/webinar/register/WN_MalOiUxUQ9-ujvaGTb_3AQ Silicon Valley AAII offers this Webinar for free, and encourages those who can, to donate $5 or $10 to help fund the overhead on hosting services. Donation link on Eventbrite: https://www.eventbrite.com/e/november-main-event-2026-tax-changes-for-investors-tickets-2003844227025 Then Click on Get Tickets and scroll down to Donate. Eventbrite (Donation): CHAPTER INFORMATION: Chapter President, Lynn Gillette Email [[email protected]](mailto:[email protected]) Website www.siliconvalleyaaii.org (http://www.siliconvalleyaaii.org/) Facebook www.facebook.com/sv.aaii (http://www.facebook.com/sv.aaii) Meetup www.meetup.com/AAII-Silicon-Valley-Meetup (http://www.meetup.com/AAII-Silicon-Valley-Meetup)