UMA Wesley sponsor HJ Sims recently released a White Paper offering Tax Reform Solutions for your Next Financing. With the passage of the Tax Cuts and Jobs Act, our country enters 2018 under the first significantly different tax code in more than 30 years. Not only does this Act concern each of us personally, but the rule changes also have sweeping effects for not-for-profit organizations and the capital markets they access.
This Sims Perspective outlines the genesis of the rule changes, the specific changes that were made, and how we have seen, or expect to see, the market respond. This piece also provides strategies for how executive leadership can and should respond to these changes now and in the future.