All Wealth Planning Content

N.Y.’s Top 10 Developments, Lessons, and Reminders of 2017

Sharon Klein |
Wealth Planning
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Learn about New York’s legislative developments in 2017 including an overview of new legislation, important regulatory guidance, and instructive case law, including: Why new decanting case has far-reaching implications. How loss of SALT deductions heightens the importance of state income tax planning Why estate planning documents need to be reviewed in light of new tax

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Tax Cuts and Jobs Act of 2017

Wealth Planning
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What does the passage of the Tax Cuts and Jobs Act mean for high-net-worth taxpayers? These charts review the Tax Cuts and Jobs Act (the Act) as passed by the U.S. Congress December 20, 2017 and signed by President Trump.    Comparing the Act to current law, the charts focus on tax reform proposals most

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