How tax reform is changing clients’ financial plans

by Samiha Khanna | Dec 15, 2018   ()
The passage of the law known as the Tax Cuts and Jobs Act (TCJA), P.L. 115-97, required CPA financial planners to make many changes to their clients' financial plans. The areas they have had to adjust most frequently in response to the TCJA include charitable giving strategies, business structure, and estate plans, according to the most recent AICPA Personal Financial Planning Trends Survey.

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Source: Journal of Accountancy

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