Year-End Planning for Families & Individuals: How’s Your Checklist?

Presenters/Authors
Date
Nov 14, 2017 - 2:48 p.m.

As 2017 comes to a close, tax and financial planning strategies should be top of mind for you and your family. Join BKD for a complimentary webinar that will cover key components of tax and financial planning to help prepare your year-end checklist. Panelists will discuss a variety of topics, including income tax, charitable giving, investments, financial planning, estate and gift tax and more. We’ll also look at the effect tax reform could have on your tax planning.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Discuss the importance of year-end planning
  • Identify key components of tax and financial planning
  • Explain how tax reform could affect taxpayers
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