Planning For Taxes

In this video, Becky Hoover, CFP®, CPA, CDFA®, Partner, Wealth Advisor, and Director of Financial Planning at Waverly Advisors, LLC, discusses why effective tax planning is about much more than reducing taxes in the current year. Instead, she explains how taking a long-term, integrated approach to tax planning may help support your broader financial goals throughout your lifetime.

Many tax-related decisions—from Roth conversions and charitable giving to equity compensation and the sale of a business—can have lasting financial implications. Evaluating these opportunities within the context of your overall financial plan may help you make more informed decisions and better position your assets over time.

In this video, Becky covers:

• Why proactive, long-term tax planning may have a meaningful impact on your lifetime wealth
• How Roth conversions may or may not be appropriate depending on your future tax outlook and estate goals
• Why projecting future tax brackets can play an important role in financial planning
• How charitable trusts, Qualified Charitable Distributions (QCDs), and charitable giving strategies may fit into a comprehensive tax plan
• Tax considerations related to equity compensation and business sale planning
• Why anticipating future liquidity needs may help avoid unexpected tax challenges
• How integrating tax planning with your broader financial goals may help support more informed decisions over time

Thoughtful tax planning isn’t about reacting to this year’s tax return. It’s about evaluating today’s decisions within the context of your long-term objectives and developing a strategy designed to support your financial goals over time.

Video recorded on Tuesday, June 16, 2026