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Reflect and redirect: 2016 year-end tax planning strategies for individuals

Thursday, Dec. 1, 2016
10 a.m. - 11 a.m. EDT
View On-Demand
Have you done your tax planning for 2017 yet? Join our tax specialists and ensure you’re on the right track for wrapping up your 2016 taxes while maximizing your savings.

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The time for year-end tax planning has arrived. Even though 2016 was quieter year than most from a tax perspective, you may identify tax-saving strategies that can make a significant difference in the amount of taxes you pay.

But what tax-planning opportunities should you consider as you develop a personal year-end strategy? Join our tax specialists as they summarize the information you need to ensure you’re maximizing tax savings as 2017 approaches.

Learning objectives

At the conclusion of this session, participants will be able to:

  • Analyze your 2016 and 2017 tax exposure and strategies
  • Manage your ongoing tax position
  • Describe a variety of tax planning opportunities
  • Communicate the implications of topics covered, including income, gift and estate tax strategies such as the alternative minimum tax, new proposed regulations that would limit gift and estate tax valuation discounts and optimizing your charitable deductions.


  • Melanie Prevost, Tax and Wealth Management Senior Manager
  • Emerson Merkerson, Tax and Wealth Management Manager
  • James Minutolo, National Tax Office Partner


  • Jerry Jonckheere, Tax Partner
Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: >>

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