FORsights by Holly Pantzer
Jun 10, 2021
Planning for Tax Change: Tax & Investment Considerations for Individuals
Join our BKD Trusted Advisors™ as they share answers to tax questions, insights on proposals being discussed, and guidance to help you plan…
May 13, 2021
Simply Tax® Episode 123: Planning for Individual Tax Change in 2021
Learn how key provisions of the American Families Plan might affect your tax bill and portfolio.
Dec 05, 2019
Simply Tax® Episode 81: Tax Planning for Individuals
A discussion on the importance of year-end tax planning.
Dec 13, 2018
Wealth Transfer Strategies for Families
What wealth transfer strategies should you be considering after tax reform? Join BKD Family Office thought leaders Holly Pantzer and Susan…
Jan 10, 2018
Update from Opening Day of the Heckerling Institute
With the December signing of the Tax Cuts and Jobs Act (TCJA), the hot topic at the 2017 Heckling Institute was its effect on individuals…
Nov 14, 2017
Year-End Planning for Families & Individuals: How’s Your Checklist?
Join BKD for a complimentary webinar that will cover key components of tax and financial planning to help prepare your year-end checklist.