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The Long Game
Tax Moves You Can Still Make for 2023 and The Truth On Private Equity
Mar 1, 2024
Discover tax moves for 2023, proactive vs. reactive tax planning, and insights into private equity. Learn about maximizing tax savings with solo 401k, utilizing HSAs for medical expenses, and the risks of private equity investments.
24:44
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Quick takeaways
- Start tax planning early to avoid reactive measures and maximize tax-saving opportunities.
- Understand the risks and liquidity constraints of private equity investments for potential high returns.
Deep dives
Importance of Proactive Tax Planning
Starting tax planning early in the year and continuing throughout can help taxpayers avoid reactive measures. Focusing on prepping for tax liabilities and exploring tax planning moves early on can lead to better financial outcomes. By being proactive and planning ahead, individuals can identify and utilize various tax-saving opportunities before the year-end deadlines.
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Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode