Tax Preparation: How will the Recent Tax Law Change Impact Your Business Tax Return?

Taxes and tax laws may seem like a moving target as we move into tax preparation season. Once you get them down and file accordingly, the laws change and you have to adjust your plan. And that will once again be the case with the recent Tax Cuts and Jobs Act (Sec. 199A), which is the first major tax reform in over 30 years.

Volatility and Robo Advisor Web Issues Will Likely Usher in Active Asset Management

Investors have been excited by the new robo-advisor trend, and while it certainly may be right for some, those with higher net worth, more complex investment portfolios, or those who don’t feel comfortable with a do it yourself option should consider an investment firm that will partner with you to help you achieve your financial goals.

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