Jan 10, 2018
On December 22, 2017, President Trump signed the much debated tax reform bill into law. Its impact will undoubtedly reach all corners of the wealth management industry – for individuals and corporations alike – but how are advisors and clients preparing for the changes?
In this episode, we break down the new tax code from multiple angles with Mike Barry, President of Plan Advisory Services, and Marc Van Bell, Product Specialist, Municipal Fixed Income at BMO Global Asset Management. Mike joins the podcast to discuss tax reform’s effect on retirement plans, while Marc discusses the impact on municipal fixed income markets.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/deciphering-tax-reform-takeaways-for-advisors/.