In this episode, Roxanne discusses essential tax strategies to consider before the end of the year. They emphasize the importance of timely actions regarding taxes, including Roth conversions, gifting strategies, and tax loss harvesting. Roxanne shares insights on how to maximize tax benefits and avoid penalties, while also highlighting the significance of building trust and transparency in financial planning. The conversation aims to empower listeners to take control of their financial futures and minimize tax liabilities legally.