Learn what’s ahead for 2020 and get your 2019 taxes ready for this April. Our primary goal for the new year is to continue our tradition of helping clients work toward achieving their personal financial goals. To make that process more efficient, we send out the attached convenient 2020 CHECKLIST …
Year-end Tax Moves for 2019
This report focuses on what individual taxpayers can potentially do to save money on their 2019 taxes. The Tax Cuts and Jobs Act (TCJA) enacted in 2017 brought many changes to the tax code. One big uncertainty is what will happen to the Tax Code after 2025. The way the Tax Cuts and Jobs Act is set up …