2019 Guide to Tax and Wealth Planning


Managing wealth can be particularly complex as policies and tax laws change. Employing financial, legal, and tax professionals can help, but each family should be vigilant in understanding and evaluating their work to ensure that the strategies they pursue will support the long-term wealth management goals of the family. In this tax and wealth planning guide, advice and planning tools are provided to help families in that process. The guide also addresses topics of widespread interest that you may want to consider: the 20% deduction for qualified business income, opportunity zones, donor-advised funds, business continuity and succession planning, risk management, and foreign earned income exclusion.

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