AG FinTax

10/26/2026

Unlocking India: Business, Investment & Wealth

India continues to present opportunities for businesses, investors, entrepreneurs, and families seeking to build and preserve wealth across generations.

AG FinTax, in collaboration with Khaitan & Co, is pleased to host Unlocking India: Business, Investment & Wealth — an exclusive in-person discussion exploring India's evolving business and investment landscape.

The event will feature Anil Grandhi, Founder & CEO of AG FinTax and a member of the Forbes Finance Council, alongside distinguished leaders for a discussion on cross-border business opportunities, investment considerations, and generational wealth planning.

Key Discussion Topics
🔹 Investing in India's Emerging Companies
🔹 Generational Wealth Planning for the Next Generation

📅 Tuesday, November 3, 2026
⏰ 6:30 PM onwards
📍 Shubham Event Center, Frisco, Texas

Business owners, investors, entrepreneurs, and professionals interested in opportunities between the United States and India are invited to join us for an evening of insights, meaningful conversations, and networking.

🎟️ RSVP Today to Confirm Your Attendance:
👉 https://www.agfintax.com/unlocking-india-rsvp/

We look forward to welcoming you to this engaging discussion.

10/22/2026

🤝 Building a Safe, Respectful & Inclusive Workplace at AG FinTax

At AG FinTax, we believe that a strong workplace culture begins with awareness, mutual respect, and a shared commitment to the well-being of every team member.

Today, we conducted a POSH (Prevention of Sexual Harassment) awareness and training session at our office to strengthen awareness of workplace conduct, employee rights, and the importance of maintaining a safe and respectful professional environment.

The session emphasized the importance of:

🔹 Understanding the principles of POSH and workplace safety
🔹 Promoting respectful and professional behavior
🔹 Recognizing and addressing inappropriate workplace conduct
🔹 Understanding individual responsibilities in preventing sexual harassment
🔹 Encouraging a culture of awareness, accountability, and mutual respect

The session was a valuable opportunity for our team to enhance their understanding of workplace expectations and the role each individual plays in fostering a positive and inclusive environment.

At AG FinTax, we remain committed to creating a workplace where every individual is treated with dignity, feels respected, and can contribute with confidence.

Together, we can build a safer, more respectful, and inclusive workplace.

10/19/2026

📊 Paying Too Much in Taxes? 7 Bookkeeping Mistakes to Fix Before Year-End

💰 Messy books can mean missed deductions, unnecessary taxes, and costly financial blind spots. Is your business bookkeeping ready for year-end?

Join AG FinTax for a FREE live webinar to discover what business owners should review before December 31.

✅ Identify common bookkeeping mistakes
✅ Understand how errors can affect tax deductions
✅ Spot hidden financial gaps in your records
✅ Prepare your books for year-end tax planning

🎙️ Speaker: Anil Grandhi (AG), CEO – AG FinTax
📅 Sunday, October 25, 2026
⏰ 9 AM PT | 11 AM CT | 12 PM ET

🚀 Don't wait until year-end to find costly mistakes. Get your books in order and make more informed financial decisions.

👉 Register today! Scan the QR code on the flyer or visit https://www.agfintax.com/bookkeeping-mistakes-before-year-end/

📩 [email protected] | 📞 (425) 395-4318

Know a business owner who could benefit? Tag them or share this webinar with your network!

10/19/2026

🏹 This Dussehra, let’s celebrate the victory of good over evil and overcome financial challenges with confidence!

At AG FinTax, we help you tackle tax complexities, reduce risks, avoid costly mistakes, and navigate your financial journey with smart tax planning and clear strategies.

✨ Celebrate the victory over financial hurdles with clarity, compliance, and confidence.

🙏 Wishing you and your family a Happy Dussehra filled with peace, prosperity, and success!

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/