SVAAII Main Event with Russell Barnett November 8, Saturday Starting at 9:00 AM PT on the second Saturday and Zoom only
- TOPIC - 2025 Tax Changes for Investors and Year-end Strategies Russell 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: 1. What changes have occurred to tax laws for 2025 and what will be taking effect in 2026.
- 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 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.
- MEETING DETAILS
- 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_vK60BwUrRJSN0gQTOTNIWg
- 9:00 am Pacific - Introduction
- 9:05 am Pacific - Presentation
- 10:10 am Pacific - Q&A
- 10:45 am Pacific - Anticipated End
- DONATIONS WELCOME
- 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. Click here for the Donation link on Eventbrite: https://www.eventbrite.com/e/november-main-event-2025-tax-changes-for-investors-tickets-1857868387359
- Then Click on Get Tickets and scroll down to Donate. CHAPTER INFORMATION Chapter President, Lynn Gillette
- Email aaiichapter_siliconvalley@yahoo.com
- Website www.siliconvalleyaaii.org
- Facebook www.facebook.com/sv.aaii
- Meetup www.meetup.com/AAII-Silicon-Valley-Meetup
- CI: https://groups.google.com/g/aaii-silicon-valley-computerized-investing
- Fintech (FT) Discussion Group: www.meetup.com/fintechrealtech
- OTHER CHAPTER SPECIAL INTEREST GROUPS (SIG)
- SIG groups will be ZOOM webcast only. We broadcast from 6:30 to 8:30 p.m. and may extend to 9:00 p.m. if there are extra questions. For webcast SIG meeting details see our chapter website at www.siliconvalleyaaii.org
- Investing Discussion Group
- Lynn Gillette, aaiichapter_siliconvalley@yahoo.com
- Discuss investment ideas and trends in a relaxed, small group setting. Meetings are the fourth Monday of each month (except September & December). See www.meetup.com/AAII-Silicon-Valley-Meetup
- Financial Planning Discussion Group
- Debra Stikes, dstikes.svaaii@gmail.com
- Informal presentations and discussion on a range of financial planning topics, including investing, taxes, retirement planning and more. Meetings are the second Wednesday of each month, September through June. See www.meetup.com/AAII-Silicon-Valley-Meetup
- Computerized Investing Group
- Don Maurer, DonWM@comcast.net
- The CI group discusses and presents ideas on how to use computers in investing focusing on rules, algorithms, programs and computerized investing tools of various flavors. Meetings are on the first Thursday of each month at 6:30 p.m. Join our Google group: https://groups.google.com/g/aaii-silicon-valley-computerized-investing. See our OneDrive for previous meetings and info: https://1drv.ms/u/s!ArVYry6KpqBthckzBCrT3KTt8xgovQ?e=Qb9vym.
- Fintech Discussion Group
- Roland Chow, roland.svaaii@gmail.com
- Discusses current and emerging trends in finance and technology and how consumers can benefit. Topics covered include how technology is disrupting investment, banking, insurance and everyday finance. Meets Thursday nights. Meetup link: www.meetup.com/fintechrealtech.