Key Tax Changes From The Tax Cuts And Jobs Act

As financial professionals, we all have to deal with the fallout of the Tax Cuts and Jobs Act, so I’m enclosing a very handy reference card that I send to all of my clients which, I thought you might find beneficial as well. It’s called the Key Tax Changes From the Tax Cuts and Jobs Act financial guide, and it is a simple reference for understanding the major changes arising from this once-in-a-generation tax reform.

The Key Tax Changes guide is easy-to-read and it lays out all of the topics that were affected by the act: standard deductions, medical deductions, child tax credits and more. It makes it easy for you and your clients to see who needs to take action – those with children, those with a high net-worth, those divorcing, etc.

I hope you find the Key Tax Changes From the Tax Cuts and Jobs Act financial guide to be as useful as I do, and that you will share it with your clients or friends. As a Registered Financial Consultant and an Independent Fiduciary Advisor, I work primarily with business owners, real estate investors and last-stage pre-retirees. Give me a call if I can ever be of service.