2018 Individual Tax Changes

This Table shows how the new tax law will change certain credits and deductions for individual taxpayers.   Tax Area (Individuals) 2017 Tax Law 2018 Tax Reform Family Tax Credits Child Tax Credit is $1,000 per child (under 17)     Phaseout begins at $110,000 Additional Child Tax Credit (up…

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2018 Tax Reform – New Tax Brackets

It is important understand the changes under the new tax law in effect for 2018.  We will work with you on an individual basis to understand how all the reforms will affect you personally and your business.  This is the first in a series of posts that will give you…

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Driver’s License Required for Identity Security

Attention: New requirement this year for your identity protection: We will take copies of your Driver’s License.    The National Security Summit sponsored by the IRS, state taxing authorities, the tax software industry, and other stakeholders recommended last year using driver’s licenses and state IDs as an additional factor in…

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Financial Plan (The Solution)

Financial Plan (The Solution) Maximizing Return on Life with your Financial Plan   We believe we must deeply understand your essential life goals and motivations before formulating a financial plan. This may sound obvious and trite.  But few of us ever stop and reflect on why we do what we…

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Financial Turmoil (The Problem)

Financial Turmoil (The Problem) A large percentage of Americans Struggle with personal finances. It leads to dissatisfaction and stress in our lives.  How can we fix it?   21st Century America is a great time and place to be alive.  We have nearly limitless opportunity. Our ancestors could only dream…

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