Description

How did tax reform change year-end planning for individuals? Returning guests Holly Pantzer and Susan Jones join host Damien Martin for a closer look at key considerations for individuals following the recent tax law changes as they share their firsthand experiences from recent year-end planning discussions. Here's a look at what's inside our latest episode:

• Why year-end tax planning is important and best practices for planning meetings @ 2:45
• Biggest challenges in implementing the tax reform changes in year-end planning @ 8:27
• Things Holly and Susan aren't doing in planning this year @ 14:24
• How charitable giving and philanthropic plans have changed after tax reform @ 17:59
• Estate planning trends in year-end discussions @ 23:26
• "We might be in the lowest income tax environment we'll see for quite some time" @ 30:11
• Closing thoughts on year-end planning @ 32:07
• The biggest questions Holly and Susan are addressing @ 37:15

Learn about our guests and get additional resources here.

GET MORE "SIMPLY TAX"

We're excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel.

We'd love to hear from you! Email feedback and questions to SimplyTax@bkd.com.

Connect with Damien on social media! LinkedIn | Twitter | Instagram | YouTube