Q4 2026 Tax Planning Strategies:
What Can Still Get Done?
October 22, 2026 | 11 AM MDT
A year-end tax plan is only useful if there's time to put it into practice.
For clients who haven't started—or whose circumstances have changed—the first question is where to focus. What deserves attention now? What needs more preparation? And what can realistically be completed before December 31?
Join Chase Ravsten and Christian Ravsten for a practical discussion of Q4 2026 tax planning, focused on helping CPAs and tax advisors:
Identify planning opportunities that warrant further evaluation
Assess timing, feasibility, and the steps needed before year-end
Prioritize client conversations and establish realistic next steps
The goal: help you lead a more focused planning conversation while clients still have time to make informed decisions.
Date: Thursday, October 22, 2026
Time: 11:00 AM (MDT)
Speakers:
Chase Ravsten, President, Vistia Capital
Christian Ravsten, Managing Partner, Vanir Tax & Capital