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The 2017 Tax Act- An Overview Part II: Potential Winners & Losers

Lina Storm, CLU®, ChFC®, MBA- Vice President, Field Marketing at Highland Capital Brokerage follows up with additional insights into the new tax law with “The 2017 Tax Act- An Overview: Part 2.”

Over the next year many of the new complex rules of the Tax Act will be tested, after which the actual winners and losers will be revealed. Part 2 of our Tax Reform Spotlight explores these possible winners and losers and offers some context for your clients.

Learn more about what the 2017 Tax Act means for you and your clients- Download Now!

Potential Winners Potential Losers
Big Business Personal Service/ Specified Service Business
Commercial Real Estate Owners & Operators Lawyers/Doctors/Accountants/Healthcare/Brokerage
Engineers/Architects High Income Earners in High-Tax States
Private Equity & Hedge Funds Upper Middle-Class
Wealthy Families Charitable Organizations

 

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Lina Storm, CLU®, ChFC®, MBA

Lina Storm, CLU®, ChFC®, MBA

Vice President, Field Marketing at Highland Capital Brokerage
Lina Storm serves as Vice President, Field Marketing for Highland Capital Brokerage. She has an extensive background in marketing insurance and advanced planning strategies having spent most of her career leading the marketing for John Hancock’s notable Advanced Markets Group. She has been an industry thought leader, industry columnist, advisor’s coach, trainer, speaker, and brand strategist—helping advisors position their expertise, add value, and drive sales. Lina is a CLU®, ChFC® and received her B.A. from Trinity College in CT and an M.B.A. from Rensselaer Polytechnic Institute in New York.
Lina Storm, CLU®, ChFC®, MBA

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