Year-End Tax Essentials

11/09/23 • 26 min

Engaging your tax advisor early can potentially save you a lot of money. Taxes can impact all aspects of wealth, including income, investments, charitable giving and estates. With Tax Day still months away, many may not be fully prepared; however, with year-end just around the corner, it pays to be proactive and organized. In our latest episode, Jere Doyle, senior wealth strategist at BNY Wealth, provides valuable insight into the significance of year-end tax considerations. Throughout a discussion with Terry Sylvester Charron, head of investment advisory and planning solutions at BNY Wealth, Jere addresses some of the most pressing questions regarding how to make your wealth plan as tax efficient as possible going into next year.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

Previous Episode

Looking for Luxury

Did you know roughly 100 regional markets in 22 states make up the luxury residential real estate market in the United States? In our latest #podcast, Catherine Finney, head of residential appraisals at BNY Wealth, shares best practices on gauging the market, creative financing solutions and personal factors to consider when buying or selling a home at this echelon.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

Next Episode

Navigating Life's Big Events

When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.