The end of the year is more than a deadline—it’s a planning opportunity.
Before December 31, there may still be time to make strategic decisions that could affect your 2026 taxes and position you more intentionally for the year ahead.
Join EP Wealth Advisors for a virtual conversation about the year-end tax planning opportunities worth considering now.
• What’s different in 2026
• Ways to be more strategic about income and investments
• How to make the most of retirement and charitable planning
• Key considerations for business owners and real estate investors
• Important year-end deadlines
EP Wealth Advisors’ Tax Planning team will break down what changed in 2026, highlight key strategies and deadlines, and help you identify the questions to discuss with your financial advisor and tax professional before the window closes.
Adam is the Managing Director of Investments at EP Wealth Advisors® where he oversees the firm's investment strategies and chairs the firm’s Investment Committee. As the voice of the firm’s investment strategy, Adam frequently provides market commentary across the media and in client communication pieces.
Prior to joining EP Wealth Advisors® in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts.
Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master’s in Business Administration (MBA) from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Financial Planner (CFP®) designations. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.Â
