Free Whitepaper: PLANNING FOR CLIENTS AFTER THE 2017 TAX ACT
The comprehensive tax legislation enacted at the end of 2017 provides both new challenges and opportunities for your clients. Knowing which is which can help you assist clients with their tax planning. Although as a financial advisor, you should not be offering your clients tax advice—that should be left to their tax professionals—understanding changes to the tax code can further enable you to holistically plan for your clients and help them get the most of their meetings with their tax advisor.
To keep you up to date on the latest changes, Cetera’s Advanced Planning Group has put together a new, comprehensive white paper, Planning for Clients After the 2017 Tax Act. In it, you will find an overview of the key changes so you can have a greater understanding of how your clients might be affected. A few key takeaways include:
- Understanding the new tax brackets
- What deductions are still available
- How Roth recharacterizations have changed