Tax Reform Act 2017
Every new year brings a new set of financial planning challenges and opportunities. With the passage of the tax reform bill at the end of 2017, the new year is no exception. These new rules represent the most sweeping change in the tax code in a number of years, with most of the new rules taking effect in 2018.
Continue readingFive Simple Ideas for Tax Efficient Investing
If you believe, as I do, that the next five years may produce lower returns, then managing frictional costs becomes even more important.
Continue readingPlanning for the 3.8% Medicare Surtax
October is also a good time to review your tax planning before year-end and take advantage of opportunities to defer or eliminate unnecessary taxes.
Continue reading