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. Learn about the deduction conundrum and how to treat business income that’s passed on to you as an individual.
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. A key to the new tax laws are the business restrictions. Learn all you can to protect yourself , your business and your assets as you maximize your returns.
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. A consultative financial approach keeps you, the investor advised on the changes in the market and how to adjust to them to protect and manage your assets.
