End of Year Tax Planning — What to know before December 31st!

Tax season may still feel months away, but some of the most important tax-planning decisions happen before the year ends. Find out what might be worth reviewing now and get practical guidance from local tax professionals.

Join Madison Credit Union for a free, virtual educational session featuring Dustin Johnson and Austin Stern of local tax consulting firm Johnson & Stern. They’ll share practical insights into tax-planning decisions worth considering before December 31, with topics relevant to working individuals and families, people approaching or living in retirement, and small-business owners and self-employed individuals.

What We'll Cover

• Tax Planning for Individuals and Families: Year-end considerations that may affect your tax situation.
• Retirement and Taxes: Tax considerations involving retirement income and planning for the future.
• Small-Business and Self-Employment Taxes: Year-end considerations for business owners and self-employed individuals.
• Your Questions: Bring your general tax-planning questions for a discussion with our presenters.

Whether you're working, retired, self-employed, or planning for the future, this session will offer useful information to help you make more informed decisions and prepare for the upcoming tax season.

Attend Tuesday, November 17, 2026

11:30AM - 12:15PM

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You will receive a confirmation email with a URL.

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