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.
BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. This material does not constitute a recommendation by BNY Mellon of any kind and is provided for illustrative/educational purposes only. The information herein is not intended to provide tax, legal, investment, accounting, financial or other professional advice on any matter, and should not be used or relied upon as such. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of all of the investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. Any investment strategies referenced in this material come with investment risks, including loss of value and/or loss of anticipated income. Past performance does not guarantee future results.
The views expressed within this material are those of the contributors and not necessarily those of BNY Mellon. BNY Mellon has not independently verified the information contained in this material and makes no representation as to the accuracy, completeness, timeliness, merchantability or fitness for a specific purpose of the information provided in this material. BNY Mellon assumes no direct or consequential liability for any errors in or reliance upon this material.
BNY Mellon will not be responsible for updating any information contained within this material and opinions and information contained herein are subject to change without notice. This material may not be reproduced or disseminated in any form without the prior written permission of BNY Mellon. Trademarks, logos and other intellectual property marks belong to their respective owners.
© 2023 The Bank of New York Mellon Corporation. All rights reserved. WM-453293-2023-11-07