In this episode of The Liquidity Event, hosts AJ and Shane tackle year-end tax planning strategies (what you can still do!).

 

They break down:

• The importance of optimizing tax-advantaged accounts like 401(k)s, Roth IRAs, and HSAs

• The debate around charitable giving for young professionals

• Smart timing for exercising stock options and equity compensation

• Tax loss harvesting opportunities in volatile markets

• Important deadlines and why December planning is crucial

 

Plus, they explore the "Christmas problem" - the challenges of executing stock trades during the holiday season, and share practical tips for avoiding last-minute scrambles with equity compensation.

 

AJ & Shane also discuss the evolving role of charitable giving, with Shane offering a contrarian view on early-career donations while AJ advocates for strategic giving through appreciated securities.

 

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