Skip to content
  • Home
  • Services
  • About Us
  • Resources
  • Careers
  • Contact
  • Client Login

Episode 43 – Squared Away – Year-end Tax Conversation

Happy Thanksgiving!! This week, Tyler is joined once again by Stacy Murray, in-house CPA and advisor, as they dive into a few very important tax moves that investors can make in any market environment. You'll get insight on tax-loss harvesting, roth conversions, cash balance plans and a couple tax moves to consider in 2023. We hope you all have a wonderful week. Enjoy!

https://fullsailcapital.com/podcast-player/734/episode-43-squared-away-year-end-tax-conversation.mp3

Post navigation

At The Helm with Lauren Mingee, Founder and CEO of Quintessa Marketing
Anchored: The First National Center featuring Gary Brooks
Helping individuals and families grow and manage generational wealth.
405.286.2100
124 N.W. 10th Street, Oklahoma City, OK 73103
© 2023 Full Sail Capital | All Rights Reserved.

Full Sail Capital, LLC (“Full Sail Capital”) is an SEC registered investment adviser located in Oklahoma City, Oklahoma. Full Sail Capital and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Full Sail Capital maintains clients. Full Sail Capital may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. Full Sail Capital’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.

Read the Full Disclosure | Privacy Notice | The Full Sail Promise | ADV Part 3