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Tax Cuts & Jobs Act

TCJA (most of which went into effect on Jan 1, 2018) enacted some of the most sweeping reforms in over three decades (dating back to 1986) of USA’s federal tax policy. TCJA reinforces tax planning as a cornerstone of financial planning — especially for high-income taxpayers and high net-worth individuals. Tax policy overhauls made by TCJA impact every wealth management solution: from complex business restructuring to relatively simple insurance solutions.

Current discussions we are engaged in:

Yes, now is the time to comprehend the cornucopia of new and revised options available under TCJA guidelines — and to determine how to better restructure (if merited) solutions for high taxpayer business owners + high net-worth individuals + families + partners.

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