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End of year tax planning

2019 tax planning checklist

The Tax Cuts and Jobs Act of 2017 may offer new opportunities this tax season, as well as new challenges.

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White House

Tax Cuts and Jobs Act: How it affects you

In December 2017 the Tax Cuts and Jobs Act was signed into law. The bill’s primary function is a massive corporate tax cut, but individual taxpayers are also impacted by an across-the-board tax cut.

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Capitol building

Tax Cuts and Jobs Act: 529 Plans Expanded

The recent tax reform may affect your plans to save for college. Learn how a new definition of “qualified education expenses” changes what education costs a 529 plan can cover.

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