By Debra Taylor, CPA/PFS, JD, CDFA The Tax Cuts and Jobs Act has made major changes to the tax code. It’s important that you understand these changes to best plan your tax strategy going forward. Read more: https://hmlink.co/ZDX… Read More

By Denise Appleby, APA, CISP, CRC, CRPS, CRSP Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it’s best to avoid mistakes in the first place. Here’s what you need to… Read More