Tax Reform Insights eBook

Alvina H. Lo |
Tax Reform
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Our series of Tax Reform Insights holistically examines how different aspects of planning were impacted under the new law.  Tax reform created many opportunities to help you plan for your legacy goals in the most tax advantaged way.Our eBook provides a compilation of all of the articles in the Tax Reform InsightsThis digital resource puts timely tax planning information right at your fingertips, in one easy-to-access location.

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Deciphering Tax Law Changes to Retirement Plans

Laura Ferrino, CFP®, CTFA, CLU, CCPS |
Tax Reform
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Uncover more opportunities to benefit from retirement planning.  While the tax act left many of the rules and laws pertaining to retirement plans unchanged, overall tax rates were lowered and deductions changed.Given this landscape, there may be additional opportunities and considerations to be mindful of when planning for retirement in the most tax-efficient manner.

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Tax Reform and Your Incentive Stock Options

Tax Reform
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Favorable tax planning opportunities that may apply to your stock options. The 2017 Tax Cuts and Jobs Act created additional stock option planning opportunities for corporate executives.Of the many recent tax law changes, a few provisions provide expanded planning with respect to incentive stock options (ISOs).Making the right decisions when exercising options can make a big difference, so it’s important to discuss the pros and cons of any strategy with your advisors.

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