• Year-End Tax Planning Strategies (While You Still Can!)

  • Nov 29 2024
  • Length: 31 mins
  • Podcast

Year-End Tax Planning Strategies (While You Still Can!)

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  • Summary

  • In this episode of The Liquidity Event, hosts AJ and Shane tackle year-end tax planning strategies (what you can still do!).

    They break down:

    • The importance of optimizing tax-advantaged accounts like 401(k)s, Roth IRAs, and HSAs

    • The debate around charitable giving for young professionals

    • Smart timing for exercising stock options and equity compensation

    • Tax loss harvesting opportunities in volatile markets

    • Important deadlines and why December planning is crucial

    Plus, they explore the "Christmas problem" - the challenges of executing stock trades during the holiday season, and share practical tips for avoiding last-minute scrambles with equity compensation.

    AJ & Shane also discuss the evolving role of charitable giving, with Shane offering a contrarian view on early-career donations while AJ advocates for strategic giving through appreciated securities.

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