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Barry Ritholtz: What Does Tax Reform Mean To Wealth Management Clients?

TedTed
in The Bullpen
FYI: Tax planning expert and certified financial planner Bill Sweet (Bill’s personal story is here) works every day on behalf of our clients, reviewing portfolios, identifying solutions and saving people money through intelligent planning. Bill’s expertise has enabled us to take on more complicated cases and streamline the asset “location” process across our entire practice.

Bill takes a stab at what the GOP’s tax reform plan, focusing on 6 main issues and what they might mean for our clients. His item-by-item bullets are below.
Regards,
Ted
http://ritholtz.com/2017/10/tax-reform-mean-wealth-management-clients/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+TheBigPicture+(The+Big+Picture)
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