- This post is strictly for informational purposes only and should not be regarded as a complete analysis of the subjects discussed. Information presented does not involve the rendering of personalized investment or tax advice, and is limited to the dissemination of general information. A professional CPA or tax professional should be consulted before implementing any tax strategy.
- Tax laws are constantly evolving and are rarely static. This post attempts to review some of the documented changes that the incoming Trump Presidential Administration has discussed implementing. However, there is no guarantee that any of the discussed policies will be achieved. The process for enacting laws and policy changes is thorough and lengthy. The information included in this post may become inaccurate depending on the changes that are effected to tax law and the tax code. Always consult a CPA or Tax professional regarding any tax law changes and how that affects your specific situation.
- EP Wealth Advisors is not in the business of providing legal or tax advice or preparing legal or tax documents. Please consult with a CPA, tax professional, and/or attorney regarding your specific situation.