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Deloitte’s 2017 Essential Tax and Wealth Planning Guide: Financial Preparation Amidst Economic Complexity

NEW YORK, Feb. 01, 2017 Deloitte today launched its complete “2017 Essential Tax and Wealth Planning Guide,” which provides insights for high-net-worth individuals on how to approach complex tax issues this year.

With wealth in the United States expected to reach $120 trillion by 2030, taxpayers face increasingly complicated portfolio choices, heightened exposure and risk. As a result, it is essential to plan early and revisit plans often. The Annual Wealth Guide offers timely, pertinent and easily digestible information to help individuals shape and refine their short and long-term wealth strategies.

Julia Cloud, partner at Deloitte Tax LLP and national leader of its private wealth and tax innovation practices

The first edition of the guide was released in October 2016 and offered readers insights on individual income tax and wealth transfer planning, as well an examination of the potential tax implications for owning unique investments like art, airplanes and yachts.

The second edition of the guide was released in December 2016 and discussed postelection tax policy, with a side-by-side look at how the new Trump administration’s tax policy proposals compare to those of the previous Obama administration. It also addressed leading practices for wealth distribution to heirs and charitable organizations in post-mortem and philanthropic planning.

The third and final edition of the guide addresses globalization and steps to consider before moving or traveling to a new country, as this may help avoid unanticipated consequences of differing tax rules in multiple jurisdictions. The family office is also a focus of the guide, with a look at the key trends many family offices can consider to manage risks and protect assets that will allow it to flourish over time.

To read the three editions of Deloitte’s Tax and Wealth Planning Guide 2017, visit http://www.deloitte.com/us/2017-taxguide.

About Deloitte Tax LLP
Deloitte Tax helps clients lead the transformation of the tax function into a strategic partner that supports growth and sustained profitability within an organization. With deep experience across a broad range of services and industries, Deloitte Tax has more than 10,000 trusted advisors who combine their knowledge of tax technical resources and technology to uncover insights and smarter solutions for clients in today’s complex global and regulatory environment. For more information visit http://www.deloitte.com/us/tax. Join us on twitter @DeloitteTax.

Media contact:

Melissa Curtis
Public Relations
Deloitte Services LP
+1 617 437 2156

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