Tax reform: 7 essential strategies for financial advisers
Jamie Patrick Hopkins
There's both good news and bad for financial advisers in the new tax law: While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.
Tax experts say it could take months or years for the entire breadth of strategies to surface, but here are several that advisers may consider in 2018 and beyond.
Iacurci, Greg, "Tax reform: 7 essential strategies for financial advisers" (2018). In the News. 2641.