3 Year-End Tax Planning Strategies Worth Reviewing

As the year comes to a close, it's the perfect time to reassess your financial strategies and ensure you're on the right track for 2024. Tax planning is a crucial aspect of this process, and in our latest episode, we will share three essential strategies that can help you optimize your tax efficiency and financial health.

Here’s what we cover in this episode: 

0:00 – Intro 

0:55 – Qualified Charitable Distributions

3:32 – Tax traps

6:19 – Tax Loss Harvesting

11:04 – Gifting low-basis stock

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H