Are You Fully Protected—Or Just Partially Planned?

For many high-income professionals and growing families, financial success brings complexity:

• Equity compensation and concentrated investments
• Young children and evolving family responsibilities
• Increasing exposure to taxes—especially at the state level
• A growing desire to protect and pass on wealth intentionally

Yet, one of the most important elements of a complete financial plan is often overlooked: how your wealth is structured to

There is a tax bill, but there is no tax reform as it does not simplify the tax codes and will keep tax professionals very busy over the next 12 months to figure out a series of cuts and tweaks. These changes will not affect year 2017 tax returns. These are the highlights of GOP Tax Bill, a final reconciled version of the Tax Cuts and Jobs Act (TCJA) of 2017 that appears to be heading shortly to President Trump for signature: