Justin Roberto 11/14/25 Justin Roberto 11/14/25

Year-End Tax Moves to Save in 2025

Discover top year-end tax planning strategies for 2025. Maximize retirement contributions, optimize charitable gifts, and lower your overall tax bill.

Beacon Legacy | Tax | Wealth

Email us: coach@beaconltw.com

Phone: 757-869-9268

Office Locations:

Alexandria: 6350 Walker Lane, Suite 530,
Alexandria, VA 22310

Williamsburg: Williamsburg, VA 23188

Hampton: Hampton, VA 23666

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This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Advisor is a registered investment adviser [located in Williamsburg, VA, Alexandria, VA, Hampton, VA] Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. 
Beacon Legacy Tax Wealth is a DBA (doing business as) of Tesfaye O'Neill Financial, a registered investment advisor. For information pertaining to the registration status of Advisor, please contact the state securities regulators for those states in which Advisor maintains a registration filing. A copy of Advisor’s current written disclosure statement discussing Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Advisor directly upon written request. While the Advisor has reasonable belief that the links and articles within our site to unaffiliated third-party information may be relevant to the viewer, these are only provided for informational purposes, and may not be accurate, timely, suitable, or relied upon. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Securities offered through Matson Money, member FINRA/SIPC. Investment advice is offered through Tesfaye O’Neill Financial, a registered investment adviser and separate entity from Matson Money. 
Insurance products and services are offered and sold through various companies depending on the situation and individually licensed and appointed insurance agents. 
Beacon Legacy Tax Wealth, a DBA of Tesfaye O’Neil Financial works closely in cooperation with Matson Money, Inc. (“Matson”). Matson is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. Together with Matson Money and Tesfaye O’Neil Financial are leading the way by providing education, tools, and coaching that can help families transform their relationship to money and investing. Matson Money is dedicated to investors understanding what they are doing with their money and why, empowering them to be prudent and disciplined over a lifetime. Matson Money uses a disciplined approach to asset allocation and long-term wealth creation based on Nobel Prize-winning research and empirically tested academic investing principles. Matson Money’s ongoing investor education programs help families eliminate stock picking, market timing, and track-record investing from the investment process while giving them confidence in their long-term investing strategy. Ongoing investor education programs include Matson’s flagship program: the American Dream Experience.