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

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, Business Planning, Tax Planning? Feel free to contact me anytime!