Policy and Tax Changes Impacting HNW Clients in 2023

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tax planning

Advisors are looking ahead to the policy and tax changes impacting their high-net-worth clients. Those include changes stemming from the passage of Secure 2.0 Act. Read on for the 2023 policy and tax changes that advisors expect to impact high-net-worth clients.

The Secure Act 2.0

The Secure 2.0 Act passed Congress in December, adding changes for taxpayers, including high-net-worth clients.