November Main Event: 2025 Tax Changes for Investors
Details
2025 Tax Changes for Investors and Year-end Strategies
Russel Barnett will be reviewing changes to the tax landscape in 2025, including the big tax bill signed into law in July, as well as what investors should consider predicting and minimize their tax burden as we close out the year.
ATTEND THIS MEETING TO LEARN:
- What changes have occurred to tax laws for 2025 and what will be taking effect in 2026.
- What investors need to know as they close out the year in order to understand what tax payments need to be budgeted.
- Several strategies that can be used to make your investments and overall income more tax efficient in 2025 and beyond.
SPEAKER’S BIOGRAPHY
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 for free and encourage members who can donate $5 or $10 through Eventbrite to attend our main events. Funds from our main events help cover costs for our hosting services and other chapter activities including free SIG meetings. Register and attend at Zoom.com or on the Zoom app. Eventbrite and Zoom links are below.
MEETING DETAILS:
9:00 am Pacific Introduction
9:05 am Pacific Presentation
10:10 am Pacific Q&A
10:30 am Pacific Anticipated End
LINKS:
Zoom (Register and Attend):
https://us02web.zoom.us/webinar/register/WN_vK60BwUrRJSN0gQTOTNIWg
Eventbrite (Donation):
https://www.eventbrite.com/e/november-main-event-2025-tax-changes-for-investors-tickets-1857868387359
CHAPTER INFORMATION:
Chapter President, Lynn Gillette
Email [aaiichapter_siliconvalley@yahoo.com](mailto:aaiichapter_siliconvalley@yahoo.com)
Website www.siliconvalleyaaii.org
Facebook www.facebook.com/sv.aaii
Meetup www.meetup.com/AAII-Silicon-Valley-Meetup