The Trump administration has proposed widespread changes to the tax and regulatory landscape, and many of these changes could directly affect high-net-worth investors. To help you stay informed about these changes and what they could mean for you and your family, we will be posting updates to this site as developments in Washington occur.
We are committed to helping you understand how legislative and regulatory changes could affect strategies related to estate and gift planning, income tax planning, portfolio management, and risk management.
Check back throughout the year for our analysis of the latest tax- and investment-related developments in Washington.
- February 14, 2017 – Post-Election Tax Planning Considerations for Investors: President Donald Trump and Republican leadership in Congress have proposed widespread changes to income tax rates and brackets, capital gains rates, estate and gift taxes, corporate tax rates, and the taxation of income from S corps, LLCs, and other pass-through entities. We explain the similarities and differences of Trump’s and the House GOP’s plans, and identify what these changes could mean for high-net-worth investors’ tax, investment, and wealth-transfer strategies for 2017 and beyond.
View our Post-Election Tax Planning Considerations for Investors
- January 5, 2017 – 2017 Tax Reference Guide: Our annual guide lists the 2017 tax rates for ordinary income, capital gains, dividends, and wealth transfer, as well as the 2017 levels for income tax brackets, standard deductions, deduction phase-outs, the annual gift exclusion, estate and gift exemptions, contributions to qualified retirement accounts, and other amounts that frequently change from year-to-year. We will update this guide to reflect any new laws that are passed.
View the 2017 Tax Reference Guide