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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@bkd.com.

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