Tax Reform: 11 Questions to Ask Your Advisor

December 08, 2017

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What you can do next

  • If you’ve already created a financial plan to achieve your goals, ignore the political noise and wait until conditions are clear before considering any changes. Have a diversified portfolio and stay the course.

  • If you are Selling an appreciated asset and will have a significant Tax liability Call Adam Ausloos at 414-269-2600 or email Adam at adam@defernow.com

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