Tax Planning for Individuals

Overview

A discussion on BKD's “Simply Tax” podcast on the importance of year-end planning. 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 this 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

Advisor Thinking

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