End-of-Year Tax Planning

November 29, 2023

In the giving season, gift yourself some tax benefits. If your life changed in 2023 – perhaps a wedding band, perhaps a new salary band – your tax status may have too. Proactively implement tax-saving strategies and pave the way for a prosperous new year.

Join Brighton Jones’ Lead Advisor, Melanie Arena, and Tax Lead Advisor, Taylor McEuen, as they guide you through practical and actionable steps to reduce your tax liability. They’ll cover essential year-end tax planning tools, including donor-advised funds and retirement planning vehicles, that can make a significant impact on your financial future.

In this webinar, you’ll discover:

  • Key End-of-Year Planning Moves for Your Finances: Create a roadmap for making the most of your financial situation as 2023 comes to a close.
  • The Impact of Tax-Deferred Savings Vehicles on Your Retirement Goals: Learn how tax-deferred savings can turbocharge your retirement savings and get you closer to your retirement dreams.
  • Methods for Charitable Giving and Their Limits: Find out about the rules and restrictions when it comes to making tax-efficient charitable contributions.
  • Considerations for 2024: Get a sneak peek into what you should be thinking about for the upcoming year to stay ahead of the game.

Don’t miss this opportunity to make the most of December’s giving season. Secure your spot now, and let’s make your money work smarter for you!


Melanie Arena, CFP®

For over 20 years, I’ve worked with clients to help them determine their goals and develop a plan to achieve them. I especially enjoy the personal relationships we have with our clients and the sharing of mutual interests. Going through life events alongside our clients is challenging, incredibly rewarding, and a sign of the trust placed in our teams.

Taylor McEuen, CPA

For the past twelve years, I’ve enjoyed working with individuals, businesses, trusts, and estates with their tax compliance and planning. With this breadth of knowledge, I’m able to approach a situation using different perspectives, addressing the many and varied aspects of a family’s taxes and finances, whether it’s starting a new business, inheriting a trust after a parent’s passing, or transitioning employment. I strive to build close relationships with clients to work as a team towards their goals.