Simply Tax

Election Results & Year-End Tax Advisor #112


Listen Later

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.

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 [email protected].

Connect with Damien on social media!

LinkedIn | Twitter | Instagram | YouTube

...more
View all episodesView all episodes
Download on the App Store

Simply TaxBy Damien R. Martin, CPA

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

180 ratings


More shows like Simply Tax

View all
Radical Personal Finance by Joshua Sheats

Radical Personal Finance

1,888 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,230 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,992 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

807 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,297 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

535 Listeners

ChooseFI by ChooseFI

ChooseFI

5,164 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

899 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

676 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,088 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

516 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

822 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,418 Listeners

Money Rehab with Nicole Lapin by Money News Network

Money Rehab with Nicole Lapin

1,644 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,619 Listeners