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First Look at the Tax Cuts and Jobs Act of 2017: Impact on Investors

By Sidney Kess, James R. Grimaldi, and James A.J. Revels
CPA Journal
February 2018 Issue

The year 2017 was a dramatic time for investors. The stock market rose by about 40%, swelling most investor portfolios and retirement savings. The Tax Cuts and Jobs Act of 2017 (TCJA) made sweeping changes in many tax rules, but it will take time to determine precisely how they will impact investors. It is, however, clear that now is a good time for investors to reassess their holdings, factor in the new tax rules, and determine what to do going forward.


Published with permission from the CPA Journal.

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