Monthly Archives: December 2017

What You Need To Know About Tax Reform

PROPOSED TAX REFORM: KEY DETAILS TO KNOW This fall, the Senate and House released proposed legislation that would dramatically alter taxes in the United States.(1) Both bills have to pass through a number of steps before potentially becoming law. In the meantime, many people have questions about how the changes could affect them. Read on to learn more about the following tax details: 1. What similarities the plans share 2. Where strategies differ 3. How… Read More »

End of the year Financial Planning tips

The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial planning changes. But taking a few steps now could help you reduce your tax liabilities—and start January on a stronger financial foot. Consider completing the following tasks before 2017 is over: • Make Charitable Donations… Read More »