Notable Tax Changes Under the Tax Cuts and Jobs Act of 2017

Notable Tax Changes Under the Tax Cuts and Jobs Act of 2017

[vc_row][vc_column][vc_column_text][/vc_column_text][vc_column_text responsive_align=”left”]A month and a half had passed since the Tax Cuts and Jobs Act of 2017 was first introduced in Congress to the approval of the final version by the conference...
The question that’s much more important than tax reform

The question that’s much more important than tax reform

Questions about tax reform are on everyone’s minds recently, but there are even more important financial questions that you should be addressing. Mitchell Barr, Client Associate There’s a mistake many people make when approaching financial advice. They treat financial...
What I Learned About Family Loans from Watching Gilmore Girls

What I Learned About Family Loans from Watching Gilmore Girls

What I Learned About Family Loans from Watching Gilmore Girls Intra-Family Loans Can Serve as a Great Wealth Transfer Strategy  Erin Itkoe, CFP®, CPA®/PFS, Director of Client Experience/Senior Wealth Counselor One of my all-time favorite TV shows is Gilmore Girls....
New 2018 Medicare Surcharges

New 2018 Medicare Surcharges

[vc_row][vc_column][vc_column_text responsive_align=”left”] New 2018 Medicare Surcharges Medicare Part B and D Premium Increases By Norm Miller, former Senior Wealth Manager at Versant Capital Management (retired) The end of the year, tax news was...