Financial Advisor magazine interviewed Greenwich, CT, Office Managing Partner John Mezzanotte for an article about the loss of certain itemized tax deductions under the Tax Cuts & Jobs Act of 2017.
Financial Advisor
By Jeff Stimpson
Excerpt:
“Bunching results is the biggest tax benefit for [high-net-worth] taxpayers who don’t have a mortgage and who donate significantly more than $7,000 per year,”€ according to Mezzanotte.