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Feeling Less SECURE

As 2019 ended, President Trump signed into law The Setting Every Community Up for Retirement Enhancement Act of 2019. After reading many articles on the SECURE Act, I'm really upset about the long-term implications of the biggest change.

Tax Planning
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Don’t Skip Tax Planning For 2018

As the 2017 tax deadline approaches, I’ve been setting my sights on tax planning opportunities for 2018 and beyond. Everyone should be running tax projections for 2018. Waiting to see how things shake out for the year could lead to some big surprises next April.

Tax Planning