Now that your 2017 income tax returns have been filed, it’s time to address the many changes that the new Tax Cuts & Jobs Act has made and how they will affect you in 2018.
The newly-enacted IRS’ Tax Cuts and Jobs Act includes many changes effective in 2018. Some are good and some are bad, depending on how you look at it.
Included within the scope of estate and beneficiary planning are several issues that extend beyond just whether or not you have a will.
Would you be open to a collaborative trend analysis of your financial statements over the last few years?
A tax projection will be most effective if done before the holidays, and certainly will only be useful if completed before December 31st.
Much like an artist, if you can ignore the chaos around you, you can hone in on what is important and needs your attention. Paint your own picture.