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REMOTE PROGRAM: Part 3 of 7 Wealth Management Series: Year-End Tax Moves for 2025
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Category: Communities, Administrative Law and Agency Practice, Antitrust and Consumer Law, Arts, Entertainment, Media and Sports Law, Corporation, Finance and Securities Law, Criminal Law and Individual Rights, District of Columbia Affairs, Early Career Lawyers, Environment, Energy and Natural Resources, Estates, Trusts and Probate Law, Family Law, Government Contracts, Health Law, Intellectual Property Law, International Law, Labor and Employment Law, Law Practice Management, Law Student, Litigation, Public Interest and Courts, Real Estate, Housing and Land Use, Taxation, Tort Law (show less)
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Credit: 0 CLE Credit Hours
Finish 2025 strong with smart, last-minute moves before December 31. We will cover tax bracket management, Roth IRA conversion windows, capital-gains harvesting versus deferral, tax-loss harvesting, charitable giving—including donor-advised funds (DAFs) and qualified charitable distributions (QCDs)—and maximizing contributions to 401(k) retirement plans, individual retirement accounts, and health savings accounts (HSAs). We will also look at required minimum distribution (RMD) pitfalls and items to consider as you prep for potential 2026 rule changes. You will leave this session with a prioritized checklist, key deadlines, and talking points to coordinate with your tax professional.
Pre-registration for this program is required. As always, please feel free to share this invitation with colleagues. D.C. Bar membership is not required to attend. Non-members will need to create a profile to register.
This remote program will be hosted on the Zoom platform. You will receive access information from D.C. Bar Communities staff the afternoon prior to the program. The Zoom access information should not be shared with other, as registration is required.
This program is free for Community members. Renew or join Communities to receive the best discount on registration. Click here to log in and join Communities.
Learn about the D.C. Bar Law Student Community and join for only $25 to attend most individual programs at a discounted rate and learn more about the opportunities. Find out more here.
Sponsored by: D.C. Bar Communities Office
Speakers:
- Alp Atabek, Executive Vice President, HUB Investment Partners
- Jason Dahl, Executive Vice President, HUB Investment Partners
**Early Bird Registration ends on Friday, December 12.
Early Bird rate expires Friday, December 12, 2025 | Registration Fees | Early Registration | Standard |
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| Non-Member | $30.00 | $40.00 | | D.C. Bar Member | $20.00 | $30.00 | | D.C. Bar Premium Community Member | $0.00 | $0.00 | | D.C. Bar Regular Community Member | $0.00 | $0.00 | | Law Student Community | $0.00 | $10.00 |
| Government Registration Fee | Early Registration | Standard |
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| Non-Member | $15.00 | $20.00 |
| NonProfit Registration Fee | Early Registration | Standard |
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| Non-Member | $15.00 | $20.00 |
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