Year-End Tax Planning: What to Know NOW to Pay Less Taxes in 2024

Summary

In this episode of the BiggerPockets Money Podcast, Scott Trench interviews Sean Mullaney, a certified public accountant and financial planner, about year-end tax planning. They discuss strategies to reduce lifetime tax burden by considering opportunities such as donor-advised funds and Roth conversions. It covers time-sensitive tax moves to implement before the end of the year, year-end tax planning, and some essential tax tips.