TCJA

Preparing for Upcoming TCJA Expirations: Financial Planning Implications and Strategies

Estate Planning, Taxes / Brett Fellows / September 5, 2024

The United States tax system is poised for significant changes as key provisions of the 2017 Tax Cuts and Jobs Act (TCJA) near their expiration dates.

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6 Financial Best Practices To End The Year Right

Creative, Financial, Taxes / Brett Fellows / December 29, 2020

6 Financial Best Practices to End the New Year Right

If 2020 has left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill, you’re not alone. Thankfully, with two newly approved coronavirus vaccines and others in the works, there’s hope that our load will be lightened in 2021. In the meantime, it’s always best to focus on the things we

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TCJA

Preparing for Upcoming TCJA Expirations: Financial Planning Implications and Strategies

6 Financial Best Practices To End The Year Right