All Tax Reform Content

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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Integrating Estate Planning and Borrowing

Andrew Horwitz |
Tax Reform
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Uncovering opportunities under the new tax law.   Tax reform significantly increased the ability of high-net-worth individuals and families to pass wealth free of estate, gift, and generation-skipping transfer taxes, while increasing the importance of income tax planning. Borrowing or leverage strategies can be a critical component to protect wealth for your family by minimizing risk and reducing taxes.

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