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Transcript for Episode 24

Published November 8, 2023 


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 Estate Planning Strategist at BNY Mellon Wealth Management, 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 Mellon Wealth Management, Doyle addresses some of the most pressing questions regarding how to make your wealth plan as tax efficient as possible going into next year.


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