Tax insights Best Planning Ideas for Today’s Tax Laws

James L. Kronenberg

Jul 23, 2020
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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.
 

James Kronenberg
Chief Fiduciary Counsel
Jim is responsible for the firm’s trust and estate department, including its trustee and executor services.
Director of Tax and Financial Planning
Steve is responsible for delivering strategic tax consulting and tax management services to Bessemer clients and their related entities.