How Will the Tax Reform Affect my Tax Return? Answer Clients' Questions with TOTAL
Next week's tax filing deadline marks the last year of filing under the prior tax rules. With the 2017 tax returns filed or nearly filed, it's time to move away from the previous laws and focus on the impact the tax reform changes. The tax rule changes add a valuable discussion point when creating new or updating existing financial plans for your clients and prospects. Clients will be universally interested in understanding how the new tax law impacts their financial situation. Below are highlights of the tax rule changes which pertain to common tax situations.