rosenthal119

A Watershed Event

Tax reform provided a unique opportunity to engage with clients.

Tax reform was a watershed event for practitioners with high-net-worth (HNW) clients.  Practitioners had a tremendous amount of work incorporating the new provisions into their clients’ wealth strategies to ensure those strategies were still in keeping with clients’ goals. Practitioners also had a unique opportunity to engage with clients and foster stronger bonds, helping cement relationships for years to come.

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish