Deloitte’s 2018 essential tax and wealth planning guide—originally released in three parts over several months and now fully released—covers the issues critical to building and sustaining an effective tax and wealth plan.
Topics covered in each installment include:
- Installment one (November 2017): Provides valuable insights on important tax issues that emerged in 2017 and are likely to impact income and estate tax planning. Chapters presented include individual income tax planning, foundational wealth transfer planning, philanthropic planning, as well as a tax policy and a bonus section on tax-related identify theft.
- Installment two (March 2018): The second edition delivers insights, planning tools, and new perspectives to take action on more complex issues. Chapters cover family offices, wealth transfer planning alternatives, and postmortem considerations. A bonus section is on choice of entity and addressing entity conversion considerations in light of the new tax law.
- Installment three (October 2018): The third release focuses on understanding the tax implications of investments. Chapters cover globalization, unique investments and a bonus feature on cryptocurrencies—as well as an update on the tax policy landscape.
Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.