Don't let taxes chip away at your momentum
Use targeted, year-end moves aimed to reduce taxes and help strengthen after-tax outcomes. This free 60-minute session gives you a practical playbook designed to protect your gains, reduce tax drag, and finish the year ahead.
What You'll Take Away
Smart ways that can cut tax drag:
without changing your investment strategy.
Key retirement account moves:
from Roth conversions to contribution maximization.
Tax-loss harvesting strategies:
practical methods you can still apply before December 31.
Tax‑gain harvesting and charitable giving:
how to offset, defer, and potentially even eliminate taxes while supporting causes you care about.
Family gifting and legacy planning:
using annual allowances and stepped‑up basis designed to protect generational wealth.
Timing your income and deductions:
can accelerate or defer income and deductions to your advantage.
Year-End Playbook checklist:
plus access to a complimentary strategy session.
Meet the Speakers
Bill Harris
Founder & CEO, Evergreen Wealth
Former CEO of PayPal and Intuit; Founding CEO of Personal Capital
Bill brings three decades of experience at the intersection of finance and technology to Evergreen Wealth, focusing on personalized, tax-aware strategies for high-earning families.
Samantha Muncy
Head of Advisory Services
Former Head of Customer Experience at Public; General Partner at Edward Jones
20+ years in wealth management, client service, and advisor development. She leads Evergreen Wealth's advisory experience and client outcomes.
Andrew Leneve
Director of Financial Advisors
Former Group Vice President at Fisher Investments
15+ years leading national financial advisor teams, client acquisition, and training. He drives advisor excellence and scalable, high-touch service.
Event Details
Common Questions
Will I get the recording?
Yes, everyone who registers will receive it, but live attendance gives you Q&A access.
Is this only for existing clients?
No, it's for any high‑earning professional or family with $500K+ in investable assets who is seeking to improve their after-tax outcomes.
Will specific investments be recommended?
No, the session is educational and will focus on principles and tactics, not individual securities.
What happens afterward?
You'll get the full 2025 Year‑End Playbook and an invitation for a complimentary strategy review with Evergreen Wealth advisors.
Ready to Optimize Your After‑Tax Results?
Join Evergreen Wealth's free live webinar and discover seven year‑end strategies designed to help you keep more of what you earn.
Free 60‑Minute Session
Reserve your seat today. Evaluate your year‑end options before December 31.