Year-End Tax Tips
Date: Tuesday, November 10, 2026
Time: 12pm - 1pm PT
Presenter: Scott Hamaguchi, Senior Director, Addison Avenue Investment Services
Just like holiday shopping, year-end financial planning is easier when you have a good checklist. Join us as Scott Hamaguchi, Sr. Director of Investment Services at Addison Avenue, reviews key items that can help you prepare for a smooth transition into the new year. This includes tax and financial planning considerations and opportunities that may deserve attention before year end.
During this session you'll learn:
- Tax terminology to know
- The latest proposed tax law changes and their implications
- Important year-end tax planning strategies to consider
We look forward to seeing you there!
Registered address: 1011 Sunset Blvd, Rocklin, CA 95765 | 855.744.8585
The opinions of Scott Hamaguchi are independent of Raymond James.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
You should discuss any tax or legal matters with the appropriate professional. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters.