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In this episode of Portfolio Talks, Vishal , Mike & Tyson discuss tax planning strategies specifically for high-income earning professionals like doctors and business owners.
We cover various tactics to reduce tax bills as year-end approaches, the importance of strategic selling of investments, maintaining good bookkeeping, and making informed decisions about income withdrawal methods.
We also emphasize the significance of consulting financial advisers to tailor these strategies effectively to individual circumstances.
Want to continue the conversation
Portfolio Planning & Home Happy Team
By Vishal Gill, Michael Lloyd and Tyson NagasakaIn this episode of Portfolio Talks, Vishal , Mike & Tyson discuss tax planning strategies specifically for high-income earning professionals like doctors and business owners.
We cover various tactics to reduce tax bills as year-end approaches, the importance of strategic selling of investments, maintaining good bookkeeping, and making informed decisions about income withdrawal methods.
We also emphasize the significance of consulting financial advisers to tailor these strategies effectively to individual circumstances.
Want to continue the conversation
Portfolio Planning & Home Happy Team