

#207 3 Advanced Tax Strategies That You Might Be Missing as an Investor
Apr 15, 2024
Explore advanced tax strategies for investors, including tax loss harvesting, charitable giving with a donor-advised fund, and qualified opportunity zones. Learn how to minimize tax burdens and maximize wealth through proactive planning and collaboration with a CPA. Discover insider tips for optimizing savings and long-term financial growth.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Navigating Tax Strategies and Working with a CPA as an Investor
01:32 • 2min
Exploring Advanced Tax Strategies for Investors
03:16 • 3min
Advanced Tax Strategies for Investors: Selling Assets, Reinvesting, and Charitable Giving
06:42 • 4min
Exploring Advanced Tax Strategies for Investors
10:39 • 4min