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Tax Planning

Early in the morning of December 20, 2017, the Senate passed the “Tax Cuts and Jobs Act” by a party-line vote. Irrespective of your political affiliation, most would agree that this legislative achievement was the most sweeping overhaul of the US tax system in more than 30 years.

Naturally, the question we are all asking is “how does this impact me and my family?”

Well, that’s a challenging one to answer because everyone is different, but we can help.

Comprehensive tax planning requires meticulous attention across a very wide range of areas, including within the context of current and future legislative tax law.

Because the tax decisions you make now can help preserve your wealth for tomorrow.