Join Us Live Today to Learn About Discounted Rollovers and Grab Your Year-End Tax Guide

Inside: Today’s webinar on discounted rollovers, your year-end tax strategy guide, open tax roles , and a reminder to schedule your 2026 planning meeting.

Author

Vince Porter
December 15, 2025

Table of Contents

WEBINAR TODAY - Family Office Tax Strateigies and Discounted Rollovers

Join us today, at 2pm CST for a high-level tax strategy session with Keith Blackborg, CPA and founder of Financial Journey.

Keith will walk through how discounted rollovers can convert traditional retirement funds to Roth at 30 to 70 percent discounts, plus share advanced strategies from the nine-figure family office he manages—think QOZBs, Family IP, Captive Insurance, and more.

If you’re serious about tax efficiency and long-term planning, this session is for you. Can’t make it live? Register anyway and get the replay.

Five Strategies to lower your tax bill by 12/31

Most taxpayers wait until after January 1st to think about their taxes and by then, it's often too late. Once the calendar flips, the most powerful tax strategies are off the table. At that point, you're reacting instead of planning, and reaction rarely leads to real savings.

We created a quick year end guide for moves you can make before the end of the year to save on your taxes. It’s for business owners, investors, and high earners , anyone who wants to keep more of what they make. The strategies inside are straightforward, fully legal, and designed to be used before December 31st to reduce the taxes you owe for the current year.

The tax code favors those who act early. When you understand what the government is encouraging through the tax code, you can align your strategy accordingly. Waiting until tax season limits your choices. Acting now expands them.

These five strategies give you a practical, year-end playbook. Use them now, and you’ll head into the new year with clarity and confidence instead of missed opportunities. Taking action before December 31st gives you the best shot at legally lowering your tax bill setting yourself up for a stronger financial future.

Know Anyone? We’re Hiring in the Tax Department!

We’re growing and looking for two new team members to join our tax department in Irving, TX.

Open Roles:
• Tax Accountant – Senior and Mid/Junior levels
• Direct hire | Salary range: $55K–$120K + full benefits
• Hybrid schedule (in-office 2 days/week)

We’re looking for folks with experience in partnership or syndication tax, real estate tax, and a knack for using technology to work smarter. CPA is a plus, but not required.

We offer a great enviroment, interesting clients, and plenty of room to grow.

If you or someone you know might be a fit, let us know or pass this along.

Email us or apply here - LINK to our role.

Planning Ahead: Don’t Miss Your 2026 Tax Prep Window

We’re now scheduling 2026 planning meetings. As you know, we have limited capacity to prepare returns between February and April, which is why we plan and schedule our work so carefully. If we reach out to set up a meeting, it’s important that we connect, missing the meeting or ignoring it will mean losing your Q1 filing spot. Early planning helps us serve you better and keeps everything on track for filing season.