How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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If the SALT deduction were fully reinstated, the top 1% of taxpayers would face a tax increase less than half as large as that if the current cap on the write-off were retained, according to the Tax Foundation.
As younger generations come into wealth and begin their search for an advisor, they will use the same digital means to find them that they use for any other service or product.