Tax Planning

Key Changes to the Tax Cuts & Jobs Act

by | Apr 23, 2021

While the New Tax Cuts and Jobs Act has been in effect for the past few years now. It is smart to review the changes every year as your tax situation may be different. Certain areas such as deductions and estate planning should be looked at every year.

For this reason, I want to share our reference card entitled, “Key Changes from the Tax Cuts and Jobs Act”. This chart touches on aspects of your tax plan that you will want to look at every year with your accountant.

Naturally, I am just a phone call away if you have any questions about the tax implications of your investments and financial plan this year. Also, I would be happy to work with you and your tax accountant and attorney on this! Just let me know and I can assist in setting up a meeting for us.

 It’s a good life!

Randy Signature 50% (FName)

 

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