Wealth Planning
New Tax Law: Wealth Planning Considerations
President & Chief Executive Officer
Vice President & Director of Financial Planning
The Tax Cuts and Jobs Act represents the most significant change in the U.S. Tax Code in thirty years. View the video of our January 18, 2018 webcast to learn about the key considerations for high-net-worth individuals.
Vice President and Director of Client Services Jody R. King, JD, CPA shares insights based on her recent article. She is joined by Austin V. Shapard, President & CEO, who moderates the discussion and shares additional insights.