Skip to Content

Finding the right balance: Year-end tax planning for individuals

Presented By:
James Minutolo
Thursday, Dec. 7, 2017
10 a.m. - 11 a.m. EST
Wondering how the potential for changes in tax law could affect your personal year-end tax planning? Join our tax experts for this webinar as they point you in the right direction.

Close-up photo of a woman's hand using a calculator as she does paperwork.

Potential tax law changes have many individuals unsure of how to plan for year end. Our webinar provides an overview of some key tax provisions and offers strategies for how to manage taxes, as the tax environment now stands. As you develop a personal year-end strategy, what tax planning opportunities should you consider? Join our tax specialists as they summarize the information you need to ensure you’re maximizing tax savings as 2018 approaches.

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

  • Analyze 2017 and 2018 tax exposure and strategies
  • Manage 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, leveraging low interest rates, and planning for retirement and college educations.


  • Emerson Merkerson, tax and wealth management associate
  • James Minutolo, National Tax Office partner
  • Kelsey Popkins, tax associate


  • Jerry Jonckheere, tax partner

Related Thinking

Photo of two businesspeople looking at paperwork in an office.
December 7, 2017

Finding the right balance: Year-end tax planning for businesses

Webinar 63 min watch
Photo of skyscraper with American flags out front.
September 28, 2017

Tax reform framework: Our analysis

Article 9 min read
View of U.S. Capitol against the sunset.
March 26, 2024

State and local tax advisor: March 2024

Article 20 min read