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2017 Tax Cuts and Jobs Act: What You Need to Know

By Carole C. Foos, CPA on January 12, 2018

Congress enacted sweeping tax reform in December which has widespread effects on both individuals and businesses. This is the largest change to the Tax Code in years, with many changes taking effect January 1, 2018. This article provides an overview of some of the changes that we felt would have the most impact on our

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Conference Agreement on Tax Reform Released; Vote Expected Tuesday

By Carole C. Foos, CPA on December 18, 2017

Conference Agreement Tax Reform As we are sure you are aware, the House and Senate tax reform conference committee released its Conference Agreement for the Tax Cuts and Jobs Act of 2017 on Friday. The House and Senate are both expected to vote on the bill tomorrow, December 19. The Conference Agreement includes the following

House and Senate Tax Reform Bills: What Individuals and Business Owners Need to Know

By Carole C. Foos, CPA on November 21, 2017

On November 16, 2017, the House of Representatives passed their “Tax Cuts and Jobs Bill” – a major overhaul of the Internal Revenue Code that, if enacted, would signify the most drastic changes in tax law in 30 years.  At over 400 pages, the House plan contains provisions for both individuals and businesses to lower

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Do I Really Need an Investment Advisor?

By David B. Mandell, JD, MBA and Robert G. Peelman, CFP® on July 12, 2017

The Nine Reasons Investors Underperform Without Professional Management There are multiple layers to the question: do I really need an investment advisor? Although there are no easy answers for everyone and every situation, data shows that the vast majority of retail investors are better off utilizing the services of an investment advisor as opposed to

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President Trump Announces Sweeping Tax Reform Proposals

By Carole C. Foos, CPA on April 27, 2017

On Wednesday, President Trump announced sweeping tax reform proposals, many of which are in line with those outlined during his campaign. The Administration is proposing what it claims to be the largest tax cut for individuals and businesses in U.S. history, and hopes that this will spur economic growth and increased jobs. Among the proposals



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