Podcast: FAQs on Tax Reform

March 7, 2018


In this podcast, Lyle Benson interviews Steve Siegel on some commonly asked questions related to tax reform and the 2017 Tax Cuts and Jobs Act, including the impact of changes with regard to:

  • Entity choice
  • Real estate and rentals and pass-through entities
  • Net investment income tax
  • Section 529 plans
  • Retirement plans and asset location, bracket management, and drawdown strategies
  • Roth conversions and recharacterizations
  • Charitable deductions
  • Estate, gift and trust considerations