Simply Tax Episode 81

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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

BIO FOR GUESTS

Holly Pantzer is a partner in BKD’s Indianapolis office and co-leader of BKD Family Office. She provides tax compliance, consulting and planning services to individuals, families, businesses, fiduciaries, private foundations and more as leader of the firm’s East Region Private Client Services (PCS) team.

Connect with Holly on LinkedIn

Susan Jones is the leader of BKD’s North Region PCS tax team and St. Louis leader of BKD Family Office. She provides sophisticated income, gift and estate tax compliance, consulting and planning services to individuals, families, fiduciaries, private foundations and their related entities. She also provides proactive executive compensation planning and succession planning for high-net-worth individuals and their family-owned businesses.

Connect with Susan on LinkedIn

ADDITIONAL RESOURCES

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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.

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