Pay Less Tax: Strategies for Today's Tax Landscape
Thu, Apr 30
|Sage Rutty & Company
Taxes are changing and without a plan, you could pay more than you need to. In this session, we’ll walk through some of the most meaningful updates to today’s tax landscape and discuss how proactive planning across income, investment, and estate decisions can help reduce your tax burden over time.
Time & Location
Apr 30, 2026, 12:00 PM – 1:00 PM
Sage Rutty & Company, 100 Corporate Woods #300, Rochester, NY 14623, USA
Guests
About the event
Taxes affect nearly every area of financial planning, including retirement accounts, investments, charitable giving, and estate transfers. With the passage of the “Big Beautiful Bill,” significant changes have been made to the tax code, and their impact will extend well beyond this year’s return.
In this educational seminar, Financial Advisor Douglas Parker, CFP®, will provide an overview of the most notable provisions in the new legislation and discuss how they may influence different aspects of financial planning. You’ll gain a better understanding of how tax law changes may interact with areas such as retirement withdrawals, portfolio decisions, and estate considerations.
The session is designed to help you recognize potential planning opportunities and better understand the importance of proactive tax strategies. Attendees will leave with information and insights that can support informed conversations with their tax and financial professionals about how these changes may apply to their individual situation.
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