2019 Guide to Tax and Wealth Planning

Overview

Managing wealth can be 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 with that process. The guide also addresses topics of widespread interest you may want to consider, including the 20% deduction for qualified business income, business continuity planning, risk management, and foreign earned income exclusion.

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