It's been another year like no other amid tax law changes, a shifting economy, an ongoing global pandemic, and new regulations—and the BKD Year-End Tax Advisor is back with more than 20 articles to assist with crucial year-end planning decisions. Host Damien Martin caught up with five contributors to this year's Tax Advisor to discuss their articles in front of a live audience on November 4, 2021, in St. Louis, Missouri, as part of BKD's annual Leadership Conference. Here's what's covered:

• What is the Tax Advisor [02:16]
• 10 IRS LB&I Compliance Campaigns You Should Know About with Yelena Bosovik [03:14]
  • What is LB&I?
  • The purpose of the campaigns
  • Takeaways on Yelena's top three campaigns
• Global Tax Reform – Pillars One & Two with Elizabeth Hazzard-Herzing [08:07]
  • What's this global minimum tax I hear about?
  • What is BEPS and who is the OECD?
  • Why is global agreement so significant yet challenging to implement?
  • What are the two pillars and the latest on each?
• 2021 Year-End Tax Planning for Individuals with Jessica Kinnard [17:30]
  • Charitable planning and giving
  • Child tax credit
  • Changes to loss limitations
• Tax Planning Through Uncertainty – To Sell or Not to Sell with Stacey Atchison [27:57]
  • Overview of the current tax proposals impacting capital gains
  • Recommendations on approaching the uncertainty
  • To sell or not to sell?
• Retirement Strategies in a Time of Uncertainty with Amy Frizzell [36:03]
  • Items to keep in mind for those working on retirement
  • Items for those already enjoying retirement
  • Suggestions given some of the uncertainty we've seen lately with significant proposals

Learn more about our guests and get the additional resources mentioned in the episode here.

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We're excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel.

You might also enjoy our Simply Tax Talks: Join host Damien Martin, Yelena (Bosovik) Sheremeta, and Tad Goodenbour for a weekly 30-minute livestream on YouTube on Tuesdays at 10 am Central time! Get your questions answered live as we cover the latest developments, share thought-provoking insights, and offer strategies amid the uncertainty.

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 [email protected].

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