In episode 17, Matt, Aaron, & Patrick discuss most peoples’ largest annual expense: taxes! With the 2023 filing deadline right around the corner, the trio dissects why it’s important to plan and strategize around taxes both in the short and long term, and how Amplius Wealth Advisors thinks about taxes tactically. Aaron provides an exciting 2^nd installment of his hoagie review segment.

This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.