By Sidney Kess, James R. Grimaldi, and James A.J. Revels
The CPA Journal
October 2019
The Tax Cuts and Jobs Act of 2017 (TCJA) made dramatic changes to the rules for individuals that affect tax planning at all stages of life. These changes require financial planners to reorient their thinking about the advice they offer to individual clients concerning life-stage matters. As this advice is being offered, keep in mind that there are some unanswered questions that await IRS guidance or additional legislative clarification.
[…]
Published with permission from The CPA Journal.
Click here for the full article.
