We believe it is not what we do that is unique - it is how we do it
We believe it is about “returns on life”
Learn more about our family office services
Michael T. Novak
Use It or Lose It - Perhaps
For all the complexities and uncertainties created by the Tax Cuts and Jobs Act signed into law in December 2017, one area of planning for high net worth clients is relatively straightforward, although it comes with a big looming cliff in the future.
In a World of Tax Reform
For a little while longer, tax advisors are living parallel universes. Tax returns for 2017 must be calculated and filed under old law that existed until January 1. At the very same time, attention is being directed toward the post-tax reform laws and resulting long-term tax planning possibilities, as well as the short-term realities of determining 2018 tax payments.