7 potential tax windfalls for clients
It wasn’t easy, it wasn’t pretty and it was certainly, at times, stressful. But financial advisors and clients alike made it through April 15, 2019 — the day the most sweeping overhaul of the tax code in 30 years went into effect.
The good news for planners in this year’s run-up to tax season: They now have solid precedent to draw upon as they begin to field calls from jittery clients. Here are some specifics, along with strategies arising from those changes, to pass along to clients.