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- Title
The New Tax Act: Why Clients Need to Review Their Estate Plan Today.
- Authors
Parthemer, Mark R.
- Abstract
With the Tax Cuts and Jobs Act of 2017 (PL 115-97) now in effect, estate tax planning has become more complicated. Some parts of the tax code related to estate planning have remained the same, but others have changed (temporarily), creating issues that need to be addressed and opportunities to be pursued. To ensure clients are on track to meet their goals and take advantage of new planning opportunities, it is imperative they review their estate plan as soon as possible.
- Subjects
UNITED States; FINANCIAL services industry taxation; FINANCIAL services industry; CLIENT relations; TAX cuts; TAXATION
- Publication
Journal of Financial Service Professionals, 2018, Vol 72, Issue 4, p15
- ISSN
1537-1816
- Publication type
Article