Wealth Planning

New Tax Law: Wealth Planning Considerations

Austin Shapard

By Austin V. Shapard

President & Chief Executive Officer


By Jody R. King, JD, CPA

Vice President & Director of Wealth 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.

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