Tech Workers: Don’t Miss These 2025 Tax Deadlines!

The clock is ticking. ⏰

Before December 31st, there are powerful tax moves you can still make to reduce your 2025 tax bill, especially with the One Big Beautiful Bill Act (OB3A) bringing major changes next year.

In this video, we’ll walk you through the smartest end-of-year tax strategies for founders, tech employees, and high earners and how to position yourself before the rules change.

Here’s what you’ll learn:

✅ How to exercise ISOs up to your AMT limit before new restrictions hit in 2026
✅ The right way to catch up on estimated tax payments before April penalties hit
✅ Why it pays to “stack” charitable donations before new deduction limits arrive
✅ How to maximize your SALT deduction (up to $40,000 before it drops again)
✅ How to use the $19,000 gifting rule to move money tax-free before year-end
✅ The safest way to do tax loss harvesting without triggering wash-sale rules
✅ Why you must complete energy efficiency projects before December 31st

Plus: HSA and IRA moves to make before April 15th

These simple steps could help you save thousands in taxes but only if you act before the deadlines.

📅 Watch now, take action, and start 2026 ahead.

About KB Financial Advisors

We specialize in helping tech professionals—including startup employees, founders, and engineers—make sense of their equity, taxes, and long-term financial goals. Whether it’s ISOs, RSUs, or preparing for IPO day, we’re your financial guide through every stage.

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