Clients in the top 1 percent will benefit most from GOP tax reform, but they still have to watch for pitfalls, advisors say.
Some accountants won't be on top of the biggest tax changes since 1986.
Wealthy clients need to think hard about tax strategies in this first, unusual year of tax reform.
People in high tax states may have effective tax rates in 2018 higher than 2017, says a CPA.
Advisors need to tweak their tax planning strategies now that GOP tax reform is close to being approved.
The GOP tax bills will force advisors to rethink their planning for high-net-worth clients.
Accountants help answer your clients’ key question: How far ahead should I plan?
Capital gains rates aren’t slated to increase, but Republican reform plans may mean some HNW clients pay less, others more.
It's possible HNW clients who own high-profit pass-throughs might pay an effective top tax rate higher than 30%.
The future of the "death tax" remains a political hot button--and an ongoing consideration for wealthy clients.
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