In late 2017, Congress passed a new tax law that will affect your taxes in 2018. There were many changes to the tax structure, both for people and businesses that […]
Tax Reporting Mailing Dates
Important dates for taxes this year: Tax Form Mailing Dates – 2018
Setting goals for a new year that you can reach
Your Turn What are your goals for 2018? When setting your goals for the new year, it’s important to focus on a few things. Make sure your goals are yours. […]
Retirement Savings Checklist for 2018
When people make their resolutions for the new year, money is one of the most common themes. Whether it’s paying down debt, increasing savings, deciding to start a business or […]
Behavioral Economics and 401(k)s: Using Plan Design to Fight Irrationality
By: Chad Schollaert, AIF, CRSP, Retirement Services In October, Professor Richard H. Thaler was awarded the Nobel Prize in Economic Sciences. While past winners of the award included groundbreaking works […]
Tax Reform Arrives
By Jack Davidson, CPA, CFP® On Tuesday, December 19th, the House passed the tax reform bill with a vote of 227-203. The tax bill hit a late snag on Tuesday […]
It’s Time to Look at Year-end Planning
As the year draws to a close, we begin to think about taxes and planning for the upcoming year. There’s no telling what the tax rules will be for 2018, […]
Tax Reform for Nonprofits
The U.S. House of Representatives passed the long anticipated tax reform bill over two weeks ago on Thursday, November 16th. While the new taxation rates for both corporations and individuals […]
2018 Contribution Limits
Getting Your Affairs in Order
Recently someone was complementing these articles and said how valuable the information in them was to them. One of her family members died recently and she wanted to make sure that […]
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