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Tax Cuts & Jobs Act 2017

As of the time of writing, Congress is preparing to vote on a reconciled tax bill which the media reports will be passed and be signed by the President before the Christmas holiday.  The final version of the bill was released to the public this past Friday and we want...

Reminder: Charitable Contributions due December 31

By Jen Hildebrand This time of year is about the joy of giving.  Gifts can take many forms – usually they are a combination of your time, talent and treasure.  As financial planners, now is also the time of year we remind our clients to claim a tax deduction for their...