Trusts & Estates

read
Trusts & Estates

5 Lessons From the 2018 Tax Season

This past tax year has been one for the books. The Tax Cuts and Jobs Act (TCJA) has brought about sweeping tax reform, the likes of which we’ve not seen in decades. Despite numerous articles on how to anticipate these changes, taxpayers and professionals alike are still reeling from how the 2018 tax season played out. Before you start advising clients, read our Insight Brief, “5 Lessons From the 2018 Tax Season” to see how your future tax strategies can overcome this year's growing pains.


Complete the form to get your free guide

Related Resources

Quarterly24 V18 2
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 2—Business Succession Planning

This issue of the WealthCounsel Quarterly has a focus on business planning, this issue provides practical advice for estate planners on business succession and the transfer of business interests.

Learn More
Quarterly24 V18 1
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 1—Estate Planning in the Digital Age

This issue of the WealthCounsel Quarterly will equip you to educate your clients about the need to plan for their digital assets, help you design effective estate plans to transfer those assets to their beneficiaries, and increase your firm’s efficiency.

Learn More
Quarterly22 V16 2
read
Trusts & Estates

WealthCounsel Quarterly, Volume 16, No. 2—Small Business

This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.

Learn More

Get the Premier Magazine for Industry Thought Leaders