Cliff notes of the new tax law

Tax Reform post-it pad

Most clients don’t really need to know all the aspects of Tax Reform. But a quick reference guide can be helpful. From the new rules on alimony to 529 plans to mortgage interest limitations to meals and entertainment and the new 20% business income deduction – here’s the tip sheet you’ll want to print and keep…

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Charting the effects of tax reform on your return

Tax Law and a bear trap

Buckle your seat belt because the road to tax savings just got bumpier. We’ll be covering the major changes for tax year 2018 below. Existing clients can obtain a free detailed report on each area by clicking this link and referencing the phrase in the topic column in the subject line of your email.

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Questions from our clients on the new tax law

Tax Reform post-it pad

The following questions are ones that we get asked every week at this time of year. Below are the answers that factor in the new tax law that will affect the 2018 returns. Will I be able to save on taxes if I prepay my January 2019 mortgage bill before the end of the year in…

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Tax Reform in a Picture Format

Gavel in tax courtroom

Educators tell us that we retain knowledge better when it’s associated with pictures.  We’ve taken our Top Ten Items of Tax Reform for this week and created an infographic to help you better remember areas for 2018 tax planning. To discuss the specific impact on your own return, just email us for a projection of your…

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