Year-End Tax Planning Moves

This podcast features Barry Ritholtz interviewing Bill Artzerounian, Director of Tax Services at Ritholtz Wealth Management, about tax planning strategies for investors as the year comes to an end. They discuss the importance of integrating tax planning into overall financial strategy, common tax-related misunderstandings, and specific moves high-earning professionals should consider, such as charitable giving, equity compensation planning, and maximizing retirement contributions for small business owners. The conversation also covers tax-advantaged accounts like 401ks, IRAs, and HSAs, as well as tax loss harvesting, charitable donation strategies, and changes to state and local tax (SALT) deductions. They also touched on changes from the "Big Beautiful Bill" and its impact on tax planning.