Jarl Moe 2018 essential tax and wealth planning guide

Take a fresh look at your tax and wealth planning objectives to see beyond the current uncertainty. Our planning guide can help you refocus on what is most important-your family, business, and personal goals-and stay ahead of impending change.

For high-net-worth individuals, comprehensive tax planning requires careful attention across a wide range of areas, which are discussed in greater detail in this chapter which you can read below. These areas should be considered not only within the economic and legislative context of the next few years but also with the long view in mind. In taking this approach, the decisions you and your tax advisors make now can help preserve your wealth.
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