Tax Reform One Year Later: Winners and Losers

Overview

One year has passed since significant tax law changes were enacted in December 2017. The overall impact of the Tax Cut and Jobs Act of 2017 (TCJA) on estate and tax planning for individuals and their families is close to what we expected—it’s been a mixed bag for taxpayers. We take a closer look at the major changes—and the winners and losers—under the new tax law.

Advisor Thinking