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22 Dec 2017 The Tax Bill Is Now Law

Posted at 15:32h in The Friday Brief by Sam Bass Jr.

I have to say in all honesty, that today's Brief has left me feeling too much like Ebenezer Scrooge on the last business day before Christmas, but as he would say - 'its business.' We have been getting a lot of questions from clients regarding how the...

20 Dec 2017 Beacon Flash – Tax Strategies Prior to 12.31.2017

Posted at 11:49h in The Friday Brief by Geoff Hall, CFP®

President Trump is expected to sign the new tax reform legislation into law later this week. With that in mind, here are a few important strategies that may be worth considering before the end of this year. Under the new tax bill there will be...

18 Dec 2017 Tax Bill Summary

Posted at 10:08h in The Friday Brief by Sam Bass Jr.

Here's what's in the final House-Senate tax bill according to the providers of our tax analysis software - Bloomberg BNA Tax - as written by Laura Davison, Allyson Versprille, and Kaustuv Basu. "Congressional Republicans released the conference committee report detailing specifics of the tax bill they hope...

15 Dec 2017 Should You Max Out Your 401(k)?

Posted at 16:45h in The Friday Brief by Jared Korver, CPA, CFP®

That’s a great question. It’s a question that I hear a lot as a financial planner. Maybe it’s a question YOU have, sitting wherever you’re sitting, reading this article. Here’s the thing though, like most great questions, questions that seem like they should have a great...