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    Business Planning, Financial News

    19 September 2018

    Financial Advisor Magazine: The Three Tax Changes Most Confusing To Wealthy Clients

    Author: Jon Moore

    With the passing of The Tax Cuts and Jobs Act, many high net worth clients have asked what are some ways they can take advantage and adapt to the changes.

    Jeff Stimpson of Financial Advisor Magazine quoted me in his article, “The Three Tax Changes Most Confusing to Wealthy Clients”. I was able to give my input on a few tax strategies that clients may want to consider with their advisor and their tax professional. Check it out!

    Any questions about the article, Small Business Financial Planning, or Tax Planning? Feel free to contact me anytime!

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    Jon Moore

    Wealth Management Tips and News for all People

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    Jon Moore

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