Monday, January 12th, at 6:00 pm
Last Chance Tax Planning for 2025
Come to a free tax planning workshop at The Community House in Sanibel on Monday, January 12 at 6:00 PM. In 30 minutes, you’ll learn practical steps that can help reduce your 2025 tax bill—and leave with a simple checklist of what to do next.
You'll Learn How To:
Identify last-chance 2025 tax moves that may still reduce what you owe
Understand key 2025 contribution deadlines (IRA, HSA, SEP/Solo 401(k)) and how they apply
Use smart timing strategies (income/expenses, deductions, withholding) to improve your overall tax picture
Review business-owner considerations: entity structure, compensation, and deductions
Plan charitable giving in a way that supports both tax efficiency and your goals
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
Monday, January 12th, at 6:00 pm
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