DYNAMIC WEALTH STRATEGIES

The Tax Cuts and Jobs Act of 2017 ("2017 Tax Act") has created unique opportunities for tax savings, while simultaneously clawing back or eliminating longstanding deductions, such as that for state and local taxes ("SALT") on Schedule A, that many taxpayers have traditionally relied on to lower their annual tax bill... The new "SECURE" Act has dramatically altered the manner in which retirement assets can be accumulated, and has accelerated the taxation imposed on IRAs and other retirement vehicles - thus leaving even fewer assets available for distribution to the taxpayer and family... Most accountants and other advisers are aware of the new tax laws, but are mostly in the dark about the existence of structural solutions aimed at avoiding or taking advantage of the changes.

Also known as: Dynamic Wealth Strategies, LLC

Primary location: New York United States