AG FinTax

10/15/2026

Do You Own Money in India? You May Need to File an FBAR!

Are you a US citizen, green card holder, or US resident with financial accounts in India? If the combined value of your foreign financial accounts exceeded $10,000 at any point during the year, you may need to file an FBAR.

In this video, learn:
✅ Which Indian bank and financial accounts may need to be reported
✅ What you don't need to report
✅ The FBAR filing deadline and potential penalties
✅ Why understanding your US tax reporting obligations matters

📅 FBAR deadline: October 15

Don't overlook your foreign account reporting requirements!

📲 Follow AG FinTax for more US tax tips and financial insights.

10/14/2026

💰 **Paid $100K+ in Taxes in 2025? It's Time for Proactive Tax Planning for 2026!**

Join Anil Grandhi, CEO of AG FinTax, for a FREE LIVE WEBINAR designed for high-income professionals, business owners, and investors.

📊 Discover tax-smart strategies to help you:
✅ Identify potential tax-saving opportunities
✅ Make informed financial and investment decisions
✅ Plan ahead for the 2026 tax year
✅ Build a smarter, long-term wealth strategy

📅 **Sunday, October 18, 2026**
⏰ 9 AM PT | 11 AM CT | 12 PM ET

🎯 Take a proactive approach to your taxes instead of waiting until tax season!

👉 **Register today:** https://tinyurl.com/taxplan2026

10/12/2026

📈 Your Company Stock Skyrocketed. Could It Result in a $300K+ Tax Bill?

RSUs, stock options, and Employee Stock Purchase Plans (ESPPs) can create complex tax consequences when your company stock increases in value.

The right tax planning strategy can help you understand your potential tax exposure, manage concentrated stock positions, and make more informed decisions about your wealth.

Join AG FinTax for an upcoming educational session covering:

✅ Tax implications of RSUs, stock options, ESPP shares, and stock sales
✅ Timing considerations for vesting, exercising, and selling shares
✅ Strategies for managing concentrated company stock
✅ Tax planning opportunities to help protect and grow your wealth

🎯 Choose the session that works best for you!

💻 FREE LIVE WEBINAR
📅 Wednesday, October 14, 2026
⏰ 12:00 PM PT
🔗 Register: https://tinyurl.com/stocktaxes

🤝 IN-PERSON SEMINAR | FREMONT, CA
📅 Thursday, October 15, 2026
⏰ 6:00 PM PT
📍 46540 Fremont Blvd, Fremont, CA 94538
🔗 Register: https://forms.gle/VXc5ANoZ9uBh9Wb86

Don't wait until you sell your shares to consider the tax implications. Proactive planning can help you make more informed financial decisions.
Register today for the session that works best for you, and share this with colleagues who receive equity compensation.

10/08/2026

💰 Tax Plan: Buy $500,000 of Goods on December 20 and Expense Them

Could a year-end inventory purchase create a valuable tax-planning opportunity?

Under certain tax rules, qualifying small businesses may be able to deduct merchandise purchases when bought and paid for, even if the goods remain in inventory at year-end.

💡 The key: Your bookkeeping and inventory accounting method must support the treatment, and the purchase must be a genuine business transaction.

📖 Read the full blog: https://www.agfintax.com/buy-500k-goods-expense-them/

If your business sells merchandise, there may be a valuable year-end tax planning opportunity that many small-business owners overlook.

10/02/2026

🩺 PHYSICIANS: Are You Paying More Taxes Than You Should?

You’ve worked hard to build your career and income. But are you making the most of the tax-planning opportunities available to you?

Join AG FinTax for a live webinar designed specifically for physicians:

📌 Physicians: Are You Paying More Taxes Than You Should?

You’ll learn about:
✔ Tax-saving opportunities physicians should consider
✔ W-2 & practice income planning
✔ Tax-efficient retirement strategies
✔ Tax-smart investment considerations
✔ Year-end tax planning before December 31
✔ Live Q&A with our tax professional

🎙️ Speaker: Anil Grandhi (AG), CEO – AG FinTax
📅 Sunday, October 11, 2026
⏰ 9 AM PT | 11 AM CT | 12 PM ET

🔴 Live Webinar
If you’re a physician looking to better understand your tax-planning opportunities and make more informed financial decisions, reserve your spot today.

👉 Register Now: https://www.agfintax.com/physicians-overpaying-irs/

09/29/2026

🚨 Only 2 Days Left: October 1 Safe Harbor 401(k) Deadline

Business owners considering a new Safe Harbor 401(k) for 2026? The October 1 deadline is approaching.

A Safe Harbor 401(k) can help you provide valuable retirement benefits to employees while supporting retirement savings for business owners and employees.

⏰ Time is running out for 2026.

👉 Interested? Learn more and submit the short form:
https://www.agfintax.com/safe-harbor-401k-plan/

09/28/2026

💰 How Billionaires Pay Little—or Even Zero—in Federal Income Taxes and Keep Building Wealth

What can public records reveal about the tax strategies used by some of the world’s wealthiest individuals?

Join Anil Grandhi, CEO of AG FinTax, for a FREE LIVE webinar exploring tax strategies, wealth-building, and financial planning approaches used by ultrawealthy Americans.

You’ll learn:
✔ Tax strategies revealed through public records
✔ How wealth and income can be structured differently
✔ Key principles behind long-term wealth building
✔ Insights high-income individuals and business owners can consider

📅 Sunday, October 4, 2026
⏰ 9 AM PT | 11 AM CT | 12 PM ET

🎟️ Register Today — Secure Your Spot!
👉 https://www.agfintax.com/billionaire-webinar/

09/24/2026

📈 RSUs, Stock Options & Bonuses: The Tax Decisions We Often Miss

Stock compensation can be a valuable part of your wealth—but without proactive tax planning, important opportunities can be overlooked.

Join Anil Grandhi, CEO of AG FinTax, for a FREE LIVE webinar covering:
✔ Why you may still owe taxes after withholding
✔ How RSUs, stock options, and bonuses impact your taxes
✔ Tax strategies before and after selling stock
✔ Managing concentrated company stock and capital gains
✔ Year-end planning opportunities for high-income earners

📅 Sunday, September 27, 2026
⏰ 9 AM PT | 11 AM CT | 12 PM ET

🎟️ Register Today — Secure Your Spot!
👉 https://www.agfintax.com/rsu-webinar/

Learn how proactive planning can help you manage taxes, reduce concentration risk, and make smarter wealth decisions.

09/22/2026

🏠 Protect Your Home-Office Deduction from Spouse & Second Business

The home-office deduction can provide valuable tax savings, but certain uses of your office can affect whether and how the deduction applies.

If you use the same office for a self-employed business and a W-2 job, operate multiple businesses, or share the space with your spouse, each use must meet the applicable tax requirements.

For businesses operating as an S corporation or C corporation, an accountable plan may provide another way to handle qualifying home-office expenses.

💡 Key takeaway: Don’t assume your home office automatically qualifies. How you use the space and how your business is structured can make a difference.

📖 Read the full blog here:
https://www.agfintax.com/protect-home-office-deduction/

The home-office deduction can produce substantial tax savings, especially when it converts what would otherwise be commuting miles into deductible business

09/17/2026

🏠💰 The Million-Dollar Question: Pay Off Your Mortgage or Invest the Money?

Should you pay down your mortgage—or invest the money for potential long-term growth?

Join Anil Grandhi, CEO of AG FinTax, for a FREE LIVE webinar exploring the tax implications, investment opportunities, risk factors, and long-term wealth considerations behind this important financial decision.

📅 Sunday, September 20, 2026
⏰ 9 AM PT | 11 AM CT | 12 PM ET

🎟️ Register Today — Secure Your Spot!
https://www.agfintax.com/mortgage-payoff-or-invest/

Gain practical insights to help you make more informed decisions about your money, taxes, and long-term financial goals.