20 April’26 Event – Financial Planning Aspects Of A U.S. Tax Return

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ANALYSING A U.S. TAX RETURN FOR FINANCIAL PLANNING OPPORTUNITIES

GOOGLE MEET

20 APRIL 2026, 8PM EST

REGISTER HERE

Now Is The Best Time To Analyze Your Tax Return For Financial Planning Opportunities

Right after-tax filing, with your numbers finalized and a full year ahead, this is your opportunity to move from compliance to strategy.

A post-filing analysis helps you:

  • Identify missed tax-saving opportunities
  • Understand how your income is taxed
  • Optimize investments for better after-tax returns
  • Plan proactively for the year ahead
  • Align decisions with long-term goals

In this Zoom session, we’ll cover:

  • Key sections of your tax return and the strategies within
  • Financial planning across life stages
  • Gifting vs. estate planning for tax-efficient wealth transfer
  • Practical steps you can implement now

Don’t just file your taxes and move on.
Analyze them. Learn from them. Use them.

👉 Join us and start planning smarter today

Niyati Hemani
Niyati Hemani
Founder - US Certified Public Accountant | India Chartered Accountant
Niyati Hemani
Niyati Hemani
Founder - US Certified Public Accountant | India Chartered Accountant
Accounts | Tax | Finance - 20 Years

Speaker

Niyati Hemani is a California and Washington state-licensed CPA and founder of Hemani Financial Solutions LLC, a U.S.-registered firm with operations in India. She specializes in integrated India–U.S. tax and financial services for expats.

A Chartered Accountant since 2004 and U.S. CPA since 2022, she brings over 20 years of experience, including her father’s CA firm and five years at KPMG in international taxation.

A lifelong learner, she is passionate about helping businesses grow while maintaining a balanced lifestyle through exercise, reading, and family time.

Posted in Events.

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