Tax Reform 2018 – The Tax Cuts and Jobs Act

Tax planning at the present time is difficult given the uncertainty over the Tax Cuts and Jobs Act (“Act”).  As of the date of this newsletter, both the House and Senate have passed separate versions of the Act that contain significant differences.  These differences must be ironed out before a final tax reform bill can […]

President Trump’s Proposed Tax Plan

After much talk about tax reform during his Presidential campaign, the President’s proposed tax plan is out.  Although the White House has not released many details – the proposed tax plan is less than 250 words – the law would change the way individuals and businesses pay taxes.  The stated goals of the tax plan […]

2017 Tax Planning & Trump Implications

With a Republican president-elect and GOP control remaining in both the House and Senate, there is plenty of talk about significant tax reform.  However, it’s difficult to plan for something that’s uncertain as there are several tax plans being considered in Washington.  In this letter we will focus on tried and true strategies that work […]