Understanding the Latest Tax Law Changes with Nicole Green (Ep. 99)
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Tax laws change often, but knowing which updates actually affect your finances can be difficult.
How do you know which deductions still apply, which strategies are worth considering, and when it’s time to have a planning conversation instead of simply filing a return?
In this episode, Robert Curtiss welcomes Nicole Green, Tax Advisor at Robert Hall, to discuss several tax law changes that could affect individuals, retirees, and business owners. They explain how recent updates may influence deductions, charitable giving, required minimum distributions, bonus depreciation, and year-round tax planning. They also explore why proactive collaboration between financial advisors and tax professionals can help people make better decisions before the end of the year instead of reacting during tax season.
Key takeaways:
- How recent SALT deduction changes may affect taxpayers in higher tax states and income brackets
- Ways bonus depreciation can fit into long-term planning instead of focusing on one tax year
- Why charitable giving strategies can reduce taxable income more efficiently than standard donations
- How tax planning conversations throughout the year may reduce unwanted surprises at filing time
- Why financial advisors and tax professionals often produce better outcomes when working together
- And more!
Resources:
Connect with Nicole Green:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
About Our Guest:
After graduating with a Bachelor’s Degree of Science with a focus in Education, Nicole Green went on to earn her Master’s degree in Education and Educational Theory. Her love for learning led her into the tax industry. With the ever-evolving tax code and continual education, it was a perfect match for her.
With almost a decade of experience in the tax world, Nicole Green holds a federal license as an Enrolled Agent tax practitioner, where she can advise, represent, and prepare tax returns for individuals, partnerships, corporations, and any other entity with tax-reporting requirements. Her knowledge in tax has been recognized in numerous publications, including The Wall Street Journal, HomeLight—an online real estate company that matches clients with local agents and provides home loans—and impact.com, a platform that helps influencers and content creators manage partnerships. Nicole has been featured in these outlets for her insightful tax advice and industry knowledge.
Outside the office, Nicole is an avid traveler. She’s been to all 7 continents spanning 50 different countries. She enjoys cooking and trying new cuisines at food festivals around the world. Some of her other favorite activities include attending sporting events and the occasional shopping spree.
