Wealth Planning

The New Tax Law: Wealth Planning Considerations

By Jody R. King, CPA

Vice President & Director of Client Services

The Tax Cuts and Jobs Act represents the most significant federal tax code change in over 30 years. Given the significance, it’s essential for high-net-worth households to learn about the key features and implications.

Read our article to understand:

  • Changes in federal tax brackets, and state income and real estate tax deductions
  • Expanded role of 529 accounts
  • Short term changes in medical expense deductions
  • Major adjustment in how alimony is taxed
  • Overhaul in how the “kiddie” tax is calculated
  • Other changes impacting high net worth households

To read more about our expert insights and implications of the new 2018 federal tax laws, please complete the form below to access the article:

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