Simply Tax Episode 79

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Tax planning is complex and particularly challenging this year after another busy period in the tax world. Julia Dengel joins Damien Martin to co-host a mashup of interviews on key topics to help you navigate year-end tax planning. Here’s what’s covered:

BIO FOR GUESTS

Stephanie Bostick is a tax senior manager and member of BKD Private Client Service Group in San Antonio, TX. Connect with Stephanie on LinkedIn.

Derek Smith is a tax partner and member of BKD National Construction & Real Estate Group in Branson, MO. Follow Derek on Twitter and connect with him on LinkedIn.

Dodge Docheff is a tax manager and member of BKD Financial Services in Kansas City, MO.

Yelena Bosovik serves as a national senior associate in BKD’s National Office Tax Department. Connect with Yelena on LinkedIn.

Luke Guettermann is a tax senior manager in Kansas City, MO. Connect with Luke on LinkedIn.

Karen Fleming is a tax senior manager and member of BKD Private Client Service Group in Chicago, IL. Follow Karen on Twitter and connect with her on LinkedIn.

Julia Dengel serves as a national tax manager in BKD’s National Office Tax Department. Follow Julia on Twitter and connect with her on Linkedin.

ADDITIONAL RESOURCES

GET MORE SIMPLY TAX®

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

A complete archive of our episodes is available on our website and YouTube playlist.
We’d love to hear from you! Email feedback and questions to SimplyTax@forvis.com.

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

FORVIS Private Client services may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by FORVIS, LLP. The information in this presentation should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies, mentioned in this presentation may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax, or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.

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