Masters in Business Year-End Tax Planning Moves
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Dec 11, 2025 Bill Artzerounian, Director of Tax Services at Ritholtz Wealth Management, shares expert insights on year-end tax strategies. He emphasizes the importance of proactive planning to seize opportunities from recent tax law changes. Common mistakes investors make are discussed, alongside crucial moves for high earners, including charitable giving and smart timing for equity compensation. Bill also explains the implications of new catch-up contribution rules and highlights effective strategies like tax-loss harvesting to optimize your financial future.
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Taxes Are Central To Financial Planning
- Taxes touch nearly every part of a financial plan, from cash flow to estate planning.
- Bill Artzerounian says clients often value a $1,000 tax saving more than a large trading gain.
Time Capital Gains With Harvesting In Mind
- Time capital gains deliberately and consider shifting gains from Q4 into Q1 to allow a full year for harvesting losses.
- Avoid selling merely to tax-optimize if short-term price moves cost more than the tax benefit.
Bunch Charitable Gifts For Deduction Benefit
- Use charitable giving strategically, and bunch gifts or use donor-advised funds to get itemized deduction benefits.
- Check whether you itemize before assuming donations create a tax benefit.