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Tax strategies can make or break your investment returns. In this episode, Doug English, CFP®, MBA, unpacks the power of smart tax management for investors.
As the founder of ACT Advisors® and with over 20 years of experience, Doug has helped senior executives in both nonprofit and for-profit sectors optimize their benefits and navigate complex compensation structures. Join Doug as he explains how tax loss harvesting works, how it can maximize your portfolio’s potential, and why it is crucial in today’s investment climate.
Known for his financial planning and investment management expertise, Doug’s insights have been featured on NPR, and his podcast “C.U. on the Show” serves credit unions nationwide. Whether you are an experienced investor or new to managing your wealth, Doug’s actionable advice can help you reduce tax liabilities and boost your long-term returns.
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Contact Our Guest
Facebook: https://www.facebook.com/ACTAdvisors
YouTube: https://www.youtube.com/channel/UC65iNFDRWaYzo4ct6Cx9x4g
LinkedIn: https://www.linkedin.com/in/douglasenglish/
ACT Advisors Blog: https://act-advisors.com/blog/
More about Doug English: https://act-advisors.com/about-us/our-team/doug-english/
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Christopher Larsen is the founder and Managing Partner of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years.
While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. Chris expanded into development, private-lending, buying distressed debt as well as commercial office, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $500M of real estate acquisitions.
In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.
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