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Strategies for new tax policy: 2020 and beyond

Insight on new tax laws tied to the Tax Cuts and Jobs Act

In February 2020, Wendy Diamond, partner for Deloitte Tax LLP, sat down with Crain's Content Studio to share insights on tax code changes resulting from the 2017 Tax Cuts and Jobs Act (TCJA), including client concerns and her advice for navigating the current tax season and beyond.

With the increased lifetime estate, gift and generation-skipping transfer tax exemption expected to sunset at the end of 2025 and uncertainty in the political landscape, taxpayers’ thoughts have moved back to estate and gift-planning basics.

Wendy Diamond

Questions and answers

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About Wendy

Wendy Diamond , CPA, leads the private wealth tax sector, a segment of Deloitte Private within Deloitte Tax LLP. In this role, she works with colleagues worldwide advising clients about income, gift and estate tax planning matters. She has more than 20 years of experience serving family offices, investment vehicles, closely held operating businesses, and high-net-worth families who have complex investments both in the United States and abroad. She holds a bachelor’s degree in accounting.

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