Wealth Planning Advisory – February 2018

How Real Estate Is Impacted By The Tax Cuts And Jobs Act

When President Trump signed The Tax Cuts and Jobs Act (TCJA), it represented the most extensive revision of the Internal Revenue Code since 1986. The following are a few of the key provisions in TCJA that impact real estate for taxable years 2018-2025:

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Wealth Planning Advisory 1Q18

The Human Element: An Integral Part of Family Business Succession Planning

Family businesses play a big part in the U.S. Economy. According to The Small Business Administration, more than 90% of all businesses operating in the U.S. are family-owned. Family businesses are responsible for 78% of the new jobs that are created. Yet, the tragedy is that less than one third of the businesses owned by families survive the transition from the first generation to the second generation. The failure rate increases dramatically for transitions beyond the second generation. Read More >