Skip to main content

What Advisors Should Be Discussing with Clients Post Tax Reform

The Financial Planning Association of Miami & CFA Society Miami

Speaking Engagement
February 27, 2018
Jennifer J. Wioncek present at the FPA of Miami and CFA Society Miami dinner event. The discussion covers a selection of income, gift/estate, and business tax changes brought about by the Tax Cuts and Jobs Act.
RELATED PEOPLE
YOU MIGHT ALSO LIKE
Publication February 8, 2021
The Covid-19 pandemic has accelerated the migration of businesses and individuals from high-tax to tax-friendly states. Anthony De Yurre outlines five things to keep in mind when deciding whether and where to relocate your business.
Press Release July 19, 2019
Lauded for having "done a great job building up a premier international practice," Bilzin Sumberg was once again recognized by Chambers High Net Worth (HNW) as one of the top private wealth law firms in Florida.
Tax and Wealth Services Report Blog March 23, 2021
Depending on the type of investment, income from private equity funds to foreign investors will be treated differently for tax purposes. In some cases, hefty withholding requirements can come into play, shaving off a significant chunk from return-on-investment.It is therefore important to understand...
VIEW MORE