The big news this year:

How the Tax Cuts and Jobs Act (TCJA) affects tax filers.

Will we reap the tax law’s intended savings? We’ll find out. Since this is the first year to file since the law took effect, Americans will learn the actual impact.

Download our Tax Planning guide and learn what’s changing for:

  • Individual income tax
  • Estate and gift tax
  • Applicable Federal Rates
  • Business and corporate taxes
  • Retirement planning

Helpful commentary includes recommendations and techniques to consider from Steve Wittenberg, JD/BA/LLM in Tax, our Director of Legacy Planning.

download the guide

Legal Note

SEI Private Wealth Management is an umbrella name for various life and wealth services provided through SEI Investments Management Corporation, a registered investment advisor.

Neither SEI nor its affiliates provides tax advice or other legal or regulatory advice. Please note that (i) any discussion of U.S. tax matters outlined in this communication cannot be used by you or any other person for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your circumstances from an independent tax advisor.

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Personal wealth management for high-net-worth individuals

If you're like other wealthy individuals, you might be surprised at the gap between your goals and the wealth you've set aside to attain them. We work with a group of highly successful entrepreneurs, CEOs, executives and families to align investments with personal objectives.

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