by Randy Luebke | Jun 16, 2020 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
Key Tax Changes From The Tax Cuts And Jobs Act As financial professionals, we all have to deal with the fallout of the Tax Cuts and Jobs Act, so I’m enclosing a very handy reference card that I send to all of my clients which, I thought you might find beneficial as...
by Randy Luebke | Jun 9, 2020 | 3-Estate Planning, 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter
The Smart Estate Planning Newsletter Estate Planning Under The New Tax Act: Everyone Needs A Review When was the last time you examined your will or trusts? How about power of attorney or plans to gift assets? Under the new tax act, only eight per 10,000 estates will...
by Randy Luebke | May 7, 2020 | 2-Asset Protection, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter
The Smart Asset Protection Planning Newsletter Factors To Consider When Updating Your Insurance Coverage Full newsletter available for download below. With government health care policies always uncertain and the memory of super storms still fresh, now is a good time...