Tuesday, December 16th, at 6:00 pm
Tax Playbook: Year-End Planning Workshop
How confident are you that your 2025 tax bill – and the new 2026 IRS rules – won’t catch you off guard?
Join Harborstone Point Advisors at The Community House in Sanibel for a free 45–60 minute tax planning workshop. Learn practical year-end moves to reduce your tax bill and prepare for upcoming changes.
You'll Learn How To:
Make smart year-end 2025 tax moves before December 31st to potentially lower your tax bill
Navigate key IRS rule and threshold changes for 2026 that impact income, deductions, and retirement planning
Use retirement accounts, Roth strategies, and timing of income/expenses to improve your long-term tax picture
Evaluate entity structure and compensation strategies if you’re self-employed or own a business
Incorporate charitable giving and legacy planning in a way that aligns your values with tax efficiency
Hosted by Harborstone Point Advisors
A trusted partner providing tax, accounting, and business advisory solutions — where financial strategy meets vision.
Harborstone - Managing Member
Chris Chakford
Chris guides small businesses with tailored accounting and strategic advisory services as the leader of our Sanibel office.
Harborstone - Managing Member
Morgan Dzwonkowski ABV, CEPA
Morgan supports growing companies with accounting, valuation, and strategic advisory expertise from our Miami office.
Harborstone - Managing Member
Ryan Carling, CPA
Ryan delivers 25+ years of specialized tax and accounting experience to individuals and businesses at our Baltimore office.
Harborstone - Managing Member
Vasanta Serenat, CPA
Vasanta brings 30+ years of tax and accounting leadership and founded our Sanibel office.
Location and Event Details
The Community House
2173 Periwinkle Way, Sanibel, FL 33957
Tuesday, December 16th, at 6:00 pm
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