Everything you need to think about tax planning before the year's end

About this episode

The episode discusses essential end-of-year tax planning strategies for financial advisors.

Join hosts Thomas Kopelman and David Haughton as they explore essential end-of-year tax planning strategies for financial advisors. This episode provides a comprehensive checklist, covering everything from maximizing deductions and charitable giving to Roth conversions and tax loss harvesting. Equip yourself with practical tips and insights to guide your clients through the tax season effectively. Enhance your advisory services with strategies that can save your clients money and improve their financial outcomes. Happy tax planning!

People in this episode

Hosts: Thomas Kopelman, David Haughton

Topics covered

• tax planning
• financial advisors
• deductions
• charitable giving
• Roth conversions
• tax loss harvesting

Keywords

• tax planning
• financial advisors
• deductions
• charitable giving
• Roth conversions
• tax loss harvesting

Mentioned in this episode

Organizations: wealth.com

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