It’s never Too Early to Prepare for the Changing Tax Laws
It’s never too early to prepare for the changing tax laws
In this issue of KF Advisors’ ViewPoint, we review some of the major changes resulting from the Tax Cut and Jobs Act of 2017 which was passed in December 2017. We look at tax rates and brackets, as well as capital gains, estate and other taxes affected starting with the 2018 tax year. It’s not too early to start assessing and planning for the impact these changes may have on your wealth strategy. Your team at KF Advisors is ready to assist with a review of your current portfolio, identifying areas that may be affected and recommending potential adjustments when appropriate.  

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.