Financial Planning and the New Tax Law

John Napolitano will be appearing at the Accounting & Finance Show. Click here to learn more.
Portrait of John Napolitano
Napolitano

C corp instead of S? Paying down mortgages? So many questions.

By John P. Napolitano
U.S. Wealth Management

The new tax act once again puts tax planning at the epicenter of financial planning. While most high-income taxpayers have always considered tax planning to be a core part of their financial plan and economic well-being, the Tax Cuts and Jobs Act makes a planning conversation between CPAs and their clients even more natural than it already was.

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The biggest conversation piece for CPAs with high-end or business-owner clients is the rate reduction for businesses. This discussion starts out with an assessment of whether this provision will apply to your clients.

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