SPEAKER: Russell Barnett
November 8, Saturday Starting at 9:00 AM PT on Zoom
PRESENTATION TITLE
: 2025 Tax Changes for Investors and Year-end Strategies
PRESENTATION DESCRIPTION:
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 understa
nd 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.
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_vK60BwUrRJSN0gQTOTNIWg
Meeting Details
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
Web Page www.aaii.com/localchapters
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
ALL SIG PROGRAMS WILL BE WEBCAST ON ZOOM
SIG groups will be 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.