It's been a turbulent year amid a global pandemic and a cliffhanger of an election, making year-end tax planning more important than ever to create and maintain financial health for you, your family, and your business. National Tax Assistant Director Julia Dengel returns to the podcast to discuss some of the topics and articles within this year's Tax Advisor and how they can assist you with year-end tax planning and financial decision making. Here's what's covered:

• Update on the outlook for tax change and what it means for year-end planning @00:32
• Background on the Year-End Tax Advisor @05:18
• Cybercrime during COVID-19 @08:11
• Year-end tax planning for individuals @11:05
• Year-end tax planning for businesses @12:04
• Charitable giving tax planning considerations @13:53
• TCJA complexities and the need to model @15:18
• Overview of industry-specific articles @17:38
  • Financial services @18:30
  • Construction, real estate, and hospitality @18:42
  • Nonprofits @18:49
  • Tax planning in an election year @19:09
  • Transferring your business @19:18
• Key takeaways @20:12

Learn more about our guest and get additional resources 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.

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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