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Simply Tax® Episode 79: Year-End Tax Advisor
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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:
- Behind the scenes of the Year-End Tax Advisor @ 01:59
- Private Foundations: Beware the Hidden Issues with Stephanie Bostick @ 05:49
- Opportunity Zones with Derek Smith @ 18:28
- Year-End Planning for Businesses: Accounting Methods with Dodge Docheff @ 30:44
- Mitigating Penalty Exposure Through Proper Use of Forms 8275 & 8275-R with Yelena Bosovik @ 39:43
- 2019 Charitable Tax Planning Reminders with Luke Guettermann @ 50:47
- Section 199A Doesn't Stand Alone with Karen Fleming @ 1:01:56
- Student Loan Repayment Programs: What Are They & How Will the IRS Respond? by Jessica Cox with Julia Dengel @ 1:09:26
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
- Episodes of Simply Tax® mentioned in the episode
- Episode 41: What's a Qualified Opportunity Zone? with Derek Smith
- Episode 45: The Opportunity Zone with Derek Smith
- Episode 78: Manage the Accounting Method Madness with Travis Butler and Brittany Cummings
- What We Learned from Tax Reform for Individuals with Jeff Bodkin, Susan Jones, Damien Martin and Derek Smith (August 8, 2019)
- What We Learned from Tax Reform for Businesses with Rick Klahsen, Damien Martin, Jesse Palmer and Melissa Pozniak (August 9, 2019)
- Last year’s year-end tax planning series on Simply Tax®
- Episode 47: Tax Planning for High-Net-Worth Families After the TCJA with Steve Bigge, Chris Hesse and Marv Hills
- Episode 48: Tax Planning with Losses with James Anderson
- Episode 49: Tax Planning Questions for Businesses with Ed Karl, Jesse Palmer and Justin Stenberg
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!
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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.
