『What to Lookout for when Tax Harvesting』のカバーアート

What to Lookout for when Tax Harvesting

What to Lookout for when Tax Harvesting

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

In this episode, host Shawn Terrell explores the concept of thinking fourth dimensionally in tax planning, using the analogy from Back to the Future to highlight the interconnectedness of financial decisions.

He discusses how to avoid unintended consequences in tax harvesting and emphasizes the importance of comprehensive, forward-thinking strategies.

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Episode Resource

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