Tax Cuts and Jobs Act

This Webinar will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act.

As any estate planner knows, the 2017 law commonly referred to as the "Tax Cuts and Jobs Act" or "TCJA" changed the landscape of estate planning, perhaps not permanently, but for the near future.

This is a sample letter to clients regarding the 2017 Tax Cuts and Jobs Act, briefly summarizing key changes in the law, and alerting the client to the action steps the client may wish to consider in response to the new legislation.This…

This is a sample letter to clients regarding the 2017 Tax Cuts and Jobs Act, briefly summarizing key changes in the law, and alerting the client to the action steps the client may wish to consider in response to the new legislation.This…

This is the second webinar discussing the Tax Cuts and Jobs Act, which President Trump signed into law on December 22, 2017 making massive changes to personal and estate tax rules.

President Trump signed into law on December 22, 2017 the Tax Cuts and Jobs Act making massive changes to business, personal, and estate tax rules. Every aspect of planning will be affected.

Due to changes brought about by the new tax law, some charitably-motivated clients may wish to act now to make the most of the charitable deduction.