Chief Fiduciary Counsel James L. Kronenberg and Director of Tax and Financial Planning Stephen A. Baxley held a discussion on effective tax planning strategies for high-income taxpayers in light of the Tax Cuts and Jobs Act (TCJA) and the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Topics included charitable giving, qualified plans, 529 plans, and Lender case implications.
Please reach out to your Bessemer Advisor for additional information.
