Fintech Pioneer Bill Harris To Share Year-End Investment Playbook to Help Consumers Reduce Taxes and Strengthen After-Tax Outcomes

Evergreen Wealth founder and CEO Harris shares key strategies for investors to implement before December 31 that allow them to act decisively, capture current opportunities, and prepare for major tax law changes in 2026

With just under two months left in the year, U.S. consumers have just enough time to make financial moves that can impact their 2025 taxes. Evergreen Wealth, a digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients seeking to build long-term wealth, today announced the company will host a live webinar on December 2, 2025, at 1:00 p.m. ET to discuss seven key year-end investment tax strategies investors can make before December 31 to align their investments, taxes and legacy decisions to set them up for success in 2026 and into the next decade. For more information and to register, click here.

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Bill Harris, founder and CEO of Evergreen Wealth. Harris was previously CEO of PayPal, CEO of Intuit (TurboTax, Quicken, QuickBooks), and founding CEO of Personal Capital, a wealth management firm he started and grew to $23 billion in assets. He is also the author of the "Investment Tax Guide: How to Slash Your Taxes."

“Investors don’t need to let taxes chip away at their momentum,” said Harris. “Unlike a generic ‘Top 10 Checklist,’ our Year-End Investment Playbook webinar will offer practical advice that layers seven key strategies that allow high net worth investors and their families to use targeted, year-end moves that can reduce taxes and help strengthen after-tax outcomes. It’s purposeful year-end planning designed to help investors protect their gains, reduce tax drag, and prepare for major tax law changes in 2026, so they can keep more of what they earn.”

Evergreen Wealth’s Year-End Investment Playbook tax strategies that will be covered in the webinar include:

1. Maximize Tax-Advantaged Accounts: Make every contribution and conversion count
2. Tax Cuts and Jobs Act (TCJA) Sunset: A limited-time Roth Conversion opportunity
3. Tax-Loss Harvesting (TLH): Turn temporary losses into potentially lasting tax advantages
4. Tax-Gain Harvesting (TGH): Helps to eliminate capital gains permanently when an investor’s tax rate is low
5. Charitable Giving: Amplify impact and reduce taxes, and year-end 2025 opportunity
6. Family Gifting and Legacy: Helps investors provide for their family while aiming to reduce future estate exposure
7. Tax Timing: Smooth income and deductions for optimal efficiency

“Many year-end tax considerations are time-sensitive. Affluent and high-net-worth individuals and their families will leave our webinar with specific planning opportunities and strategies to evaluate and potentially take advantage of before the current tax year ends,” added Harris. “Evergreen Wealth clients are also encouraged to schedule a complimentary financial review with their advisor to ensure their investments, taxes, and estate plans are aligned for the TCJA transition and their 2026 financial goals.”

To join the webinar on December 2, 2025, at 1:00 p.m. ET to learn more about these year-end investment tax strategies investors can make, register here.

Evergreen Wealth is registered with the Securities and Exchange Commission (SEC). Harris was previously CEO of PayPal, CEO of Intuit, and founding CEO of Personal Capital, a wealth management firm he started and grew to $23 billion in assets. He is also the author of the Investment Tax Guide: How to Slash Your Taxes and leads a team of over 50 professionals with a strong track record in wealth management and fintech innovation.

About Evergreen Wealth

Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individuals and families. We build custom-engineered, tax-optimized Dynamic Portfolios™ for our clients, purposefully designed to deliver higher after-tax performance, and financial advice through the combination of investment advisors and Evergreen Intelligence, an agentic AI advice engine.

Founded by fintech pioneer Bill Harris, the Evergreen Wealth team has offices in Miami, Dallas and Raleigh, NC. Follow Evergreen Wealth on LinkedIn or visit evergreenwealth.com to learn more.

The information presented herein is for informational purposes only and should not be construed as personalized investment or tax advice. Investing involves risk, including the potential loss of principal. Evergreen Wealth does not provide legal or tax advice. Individuals should consult their own legal, tax, and financial advisors before making any investment or tax-related decisions.

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Many year-end tax considerations are time-sensitive. High-net-worth individuals and their families will leave our webinar with specific planning opportunities and strategies to evaluate and potentially take advantage of before the current tax year ends.