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