How did tax reform change year-end planning for individuals? Returning guests Holly Pantzer and Susan Jones join host Damien Martin for a closer look at key considerations for individuals following the recent tax law changes as they share their firsthand experiences from recent year-end planning discussions. Here's a look at what's inside our latest episode:

• Why year-end tax planning is important and best practices for planning meetings @ 2:45
• Biggest challenges in implementing the tax reform changes in year-end planning @ 8:27
• Things Holly and Susan aren't doing in planning this year @ 14:24
• How charitable giving and philanthropic plans have changed after tax reform @ 17:59
• Estate planning trends in year-end discussions @ 23:26
• "We might be in the lowest income tax environment we'll see for quite some time" @ 30:11
• Closing thoughts on year-end planning @ 32:07
• The biggest questions Holly and Susan are addressing @ 37:15

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