Home Guides & Resources chevron_right Financial Planning Andrew Busa: Year-End Tax Planning Tips Published December 8, 2022 Andrew Busa, MSPFP, CFP®, MPAS®, CCFCDirector of Financial Planning In our latest Adviser Takeaway video, Manager of Financial Planning Andrew Busa shares five year-end tax planning tips to keep in mind. Are you maximizing your employer retirement plan? Is a Roth conversion right for you? Andrew has the scoop. Make sure you let your tax preparer and your financial adviser know of any changes you plan to make! If you have questions for Andrew or the Adviser team, please send them to firstname.lastname@example.org.