Saturday, January 5, 2019

How tax reform is changing clients' financial...

The passage of the law known as #TCJA requires financial planners to make many changes to their clients' financial plans. The areas they have had to adjust include charitable giving strategies, business structure, and estate plans.

How tax reform is changing clients' financial...

CPA financial planners named charitable giving, business structure and estate plans as the areas of clients' financial plans they have had to adjust most frequently following the passage of the TCJA, according to a recent survey.
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