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Simply Tax® Episode 123: Planning for Individual Tax Change in 2021
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The tax and investment worlds are buzzing with headlines about possible significant tax changes this year as we continue to learn more about President Biden’s Build Back Better agenda and the tax-related proposed provisions to pay for the agenda over 15 years. BKD’s Holly Pantzer and Jeff Layman join host Damien Martin to help you better understand what’s being discussed, when we might see it, and how you can plan. Here’s what’s covered:
Tax Insights from Holly Pantzer
- The response so far @04:27
- Surprises in the fact sheet @05:31
- Top questions and concerns @09:11
- Effective date @10:23
- Steps to plan now amid uncertainty @13:26
- Closing thoughts @16:57
Investment Insights from Jeff Layman
- Market reaction so far @19:46
- What to watch @21:08
- Investment strategies to consider amid uncertainty @23:24
- Market and economic outlook @26:15
- Closing thoughts @30:02
BIO FOR GUESTS
Holly Pantzer is the national industry partner for BKD Private Client. She provides tax compliance, consulting, and planning services to individuals, families, fiduciaries, and private foundations. As a BKD Family Office advisor, she also focuses on helping BKD clients build and preserve their family’s legacy through an integrated suite of services designed to address multigenerational objectives.
She has more than 25 years of experience providing forward‐looking advice to help BKD clients grow and preserve assets. Her commitment to client service, including providing sound and practical advice, has earned the respect of her clients and peers. Through her experience, she identifies opportunities for the Private Client team and brings resources to the team to help meet the needs of clients.
Connect with Holly on LinkedIn
Jeff Layman is the chief investment officer and chair of the BKD Wealth Advisors/BKD Family Office Investment Committee. In this role, he develops and oversees the firm’s investment process, including asset allocation strategies and investment selection for affluent families and institutions.
Jeff is regularly contacted by national media to provide interviews and commentary regarding the market and economic conditions. He has been quoted in publications such as Forbes, The Wall Street Journal, and Businessweek. His television and radio interviews include Bloomberg Radio, Fox Business News, and CNBC’s “Squawk on the Street” and “Closing Bell” programs.
ADDITIONAL RESOURCES MENTIONED IN THE EPISODE
- Examining the American Families Plan: Key Provisions for High-Income Americans (April 30, 2021)
- Webinar: Planning for Tax Change: Tax & Investment Considerations for Individuals (June 10, 2021)
- Previous appearances by Holly Pantzer on Simply Tax®
- Episode 81: Tax Planning for Individuals (December 5, 2019)
- Episode 5: Turkey Tax Talk (November 21, 2017)
- Bonus segments with our guests
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
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We’d love to hear from you! Email feedback and questions to
SimplyTax@forvis.com.
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