By Samiha Khanna February 28, 2018
Three in five affluent Americans (63%) said they're very or somewhat likely to change their personal financial plans based on the new federal tax law, according to a poll conducted on behalf of the AICPA.
The online Harris Poll released today surveyed 507 affluent Americans, defined as individuals with either $250,000 in investable assets or more than $200,000 in annual household income. The survey was conducted in September and October, before the passage of the law known as the Tax Cuts and Jobs Act, P.L. 115-97.
More than half of those who took the survey (53%) said they believed working with a professional such as a CPA financial planner with specific expertise in taxes would increase their ability to meet their personal financial goals. More...