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Year-End Tax Planning Checklist
Live Webinar  |  Complimentary

Year-End Tax Planning Checklist

Most of the tax moves that can lower this year’s bill have to happen before December 31. Which ones make sense for you, and is there still time?

Tuesday, October 6, 202612:00 PM Central, live Q&A included
Live on ZoomYour access link arrives by email as soon as you register
Can’t attend live?Register anyway and we will send you the recording
Register Free

Educational session, not a sales pitch. No cost, no obligation.

4.7 on Google26 reviews

Bryan Christ
Host Bryan Christ Service Advisor
Karin Christ
Expert Karin Christ Co-Founder & CEO
  • 35+ yearsserving DFW retirees
  • Tax & retirement planningcoordinated by one team
  • Fiduciary advisorsyour interests first
  • KPC Financial HourKSKY 660 AM, Sat 11 AM & Sun 5 PM
  • Published authorCreate Your Best Retirement

What we will cover

The end of the year has a way of sneaking up.

And with it goes your window to make the tax moves that matter most. A few thoughtful decisions before December 31 can shape what you owe, what you keep, and how smoothly you head into the new year. Karin walks through a practical, retiree-focused checklist you can actually use.

Dec 31 The date most of these moves have to be done by
Your Year-End Checklist 6 items
  • Roth conversion opportunities

    What to consider converting before year end, and why the window matters.

  • Required Minimum Distributions

    The deadlines you do not want to miss, and what happens if you do.

  • Tax-loss harvesting and capital gains timing

    Smart timing around what you sell, and when.

  • Qualified Charitable Distributions

    Giving strategies that can lower your tax bill while supporting the causes you care about.

  • Your tax bracket and IRMAA thresholds

    Reviewing where you land before the year closes, and how it affects Medicare premiums.

  • Last-minute retirement contributions

    The contributions that still count for this tax year.

Why attend

You will leave with a clear, usable checklist.

A checklist for your situation

Not a lecture. A list of the year-end moves that may apply to you, in the order to think about them.

The deadlines that apply to you

Which dates matter for RMDs, conversions, contributions, and giving, so nothing slips past December 31.

Your questions answered live

Bryan brings viewer questions to Karin during the session. Bring the one you have been meaning to ask.

Who this is for

Built for pre-retirees and retirees with real tax decisions to make.

If you do not yet have retirement accounts or taxable investments, much of this hour will run past you. We would rather say so now.

  • You hold IRAs, 401(k)s, or other retirement accounts and are weighing Roth conversions.
  • Required Minimum Distributions have started, or start soon.
  • You have taxable investments with gains or losses to think about before year end.
  • You give to charity, or your income puts you near an IRMAA threshold for Medicare premiums.

What clients say

4.7on Google, 26 reviews

“Trust is so important with financial advisors and I trust them completely.”

Tom

“Knowledgeable, caring people. They explain things well and are always helpful.”

Rexanne

“Kevin, Karin and their staff are knowledgeable and in tune with the market.”

Giovanni

Reviews are from KPC Financial Solutions’ public Google Business Profile and reflect individual client experiences. No compensation was provided. Experiences vary and are not a guarantee of future results.

Your presenters

A planner who lives in the tax code, and a host who asks what you would ask.

Karin Christ

Karin Christ

Expert  |  Co-Founder & CEO, KPC Financial Solutions

Karin co-founded KPC Financial Solutions and leads the team with a coordinated approach to retirement, tax, and investment planning. She began her career at Deloitte & Touche and went on to corporate finance leadership before turning her focus to retirees across the DFW area.

She is the author of Create Your Best Retirement: Guiding You Through the Rest of Your Life, and this session draws on more than 35 years of experience helping pre-retirees and retirees coordinate their tax and retirement strategies.

Bryan Christ

Bryan Christ

Host  |  Service Advisor, KPC Financial Solutions

Bryan guides the conversation and brings your questions to the table. A Grapevine native, he joined KPC after his own interest in investing took hold during the 2020 market swings, and he prides himself on staying ahead of market trends and knowing the details clients ask about.

Off the clock you will find him on a pickleball court, a golf course, or watching the Chiefs with his nieces and nephews.

How the session runs

Join from your kitchen table. Bring a notepad and a question.

Log in a minute or two early with the link from your confirmation email. Everything is on screen; no downloads or slides to print.

  1. 12:00 PM

    Welcome from Bryan and Karin

  2. 12:05 PM

    The year-end checklist, item by item

  3. 12:35 PM

    Live Q&A. Type your question in the Zoom Q&A box

  4. 12:45 PM

    Wrap-up. Every registrant receives the recording

Times are approximate. The session may run a few minutes longer if there are more questions.

The seats are free. The deadlines are not.

Register once and you are covered either way: join live on October 6, or watch the recording we send afterward.

Register Free

Questions? 877.KPC.PLAN (877.572.7526)

Before you register

Questions people usually ask first.

Is this a sales presentation?

No. This is an educational session with a live Q&A. You will leave with a checklist and a better sense of which year-end moves may benefit your situation. If you want to talk with KPC afterward, you are welcome to book a meeting, and you can always say no thanks.

Do I need a Zoom account?

No. Register with your name and email, and Zoom sends a link. On the day, click the link and the webinar opens in your browser or the Zoom app. No account, no camera, no microphone needed.

What if I can’t attend live?

Register anyway. Every registrant receives the recording by email after the session, so you can watch when it suits you.

Is it really free?

Yes. There is no cost to attend and no obligation to purchase anything.

Can I submit a question ahead of time?

Yes. Email it to [email protected] before October 6 and Bryan will work it into the Q&A. You can also type questions into the Zoom Q&A box during the session.

Will this cover my specific situation?

The webinar is educational and covers the moves most retirees should review. It cannot account for your individual numbers. If you want to talk through your own year-end plan, book a complimentary 30-minute meeting with the KPC team.

Tuesday, October 6  |  12:00 PM Central  |  Live on Zoom

Register for the live webinar.

Complimentary. Live Q&A included. Recording sent to every registrant, whether or not you attend live.

Register on Zoom

Year-End Tax Planning Checklist with Karin Christ

This webinar is an educational presentation hosted by KPC Financial Solutions. It is not a sales presentation, and nothing discussed is individualized investment, tax, or legal advice. Tax rules, contribution limits, and IRMAA thresholds change; please consult your own tax professional before acting on any strategy. Registering may lead to a follow-up conversation with KPC Financial Solutions; you may decline at any time. Investing involves risk, including the possible loss of principal.