Tax strategies can make or break your investment returns. In this episode, Doug English, CFP®, MBA, unpacks the power of smart tax management for investors.

As the founder of ACT Advisors® and with over 20 years of experience, Doug has helped senior executives in both nonprofit and for-profit sectors optimize their benefits and navigate complex compensation structures. Join Doug as he explains how tax loss harvesting works, how it can maximize your portfolio's potential, and why it is crucial in today's investment climate.

Known for his financial planning and investment management expertise, Doug's insights have been featured on NPR, and his podcast "C.U. on the Show" serves credit unions nationwide. Whether you are an experienced investor or new to managing your wealth, Doug's actionable advice can help you reduce tax liabilities and boost your long-term returns.

Contact Guest:

Facebook: https://www.facebook.com/ACTAdvisors

YouTube: https://www.youtube.com/channel/UC65iNFDRWaYzo4ct6Cx9x4g

LinkedIn: https://www.linkedin.com/in/douglasenglish/

ACT Advisors Blog: https://act-advisors.com/blog/

More about Doug English: https://act-advisors.com/about-us/our-team/doug-english/

Check out our website: www.nextlevelincome.com.

Follow us on social media @thenextlevelincomeshow

Get a free copy of our book and learn more about our course at: nextleveincome.com

Check out our website: www.nextlevelincome.com.

 

Follow us on social media @thenextlevelincomeshow

 

Get a free copy of our book and learn more about our course at:

nextleveincome.com