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TAX1801 - Individual Tax Overhaul - Time for New Planning

Jun 12, 2018 8:00am ‐ Jun 12, 2018 9:15am


The "Tax Cuts and Jobs Act" of 2017 overhauled individual tax rules and our wealthy clients need us to be able to plan in this new environment. We'll explore the sweeping changes made to individual taxation and point out key areas to address new planning ideas. At least for now - remember everything sunsets at the end of 2025! 1. Identify individual tax provision changes

2. Focus on increases and decreases affecting wealthy individuals

3.Explore new or shifting tax strategies for high-income individuals


Tags: TAX

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