Tax Reform Update
The Tax Cuts and Jobs Act of 2017 has wide-ranging ramifications for the economy, the markets, and families.
We address some of the highlights here but the devil will be in the still unfolding details and the best course of action will depend on individual circumstances and goals. Contact Evercore Wealth Management for more information.
All changes attached here will be effective January 1, 2018 unless otherwise noted.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
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