How Tax Reform is Changing Clients’ Financial Plans Reviewed by Momizat on . CPA financial planners name charitable giving, business structure and estate plans as the areas of clients' financial plans they have had to adjust most frequen CPA financial planners name charitable giving, business structure and estate plans as the areas of clients' financial plans they have had to adjust most frequen Rating: 0
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How Tax Reform is Changing Clients’ Financial Plans

CPA financial planners name charitable giving, business structure and estate plans as the areas of clients’ financial plans they have had to adjust most frequently after passage of the law known as the Tax Cuts and Jobs Act. Planners can tap into their technical expertise to evaluate how different tax strategies would align with a client’s overall financial picture, said Robert Westley, CPA/PFS. Ultimately, the goal is to ensure that plans “support [clients’] life goals and to keep them and their family secure,” said Andrea Millar, CPA/PFS.

To read the full article in the Journal of Accountancy, click: How Tax Reform is Changing Clients’ Financial Plans.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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