income tax

Getting Smart with Money: Stumbling Toward Tax “Reform”

2017 is coming to a close with sweeping new tax legislation on the horizon. While the changes don’t take effect until 2018 (with one minor exception), I want to alert you to some steps you might take before year-end to preserve the best possible tax results. If you received my tax update a few weeks ago, some of this information will look similar but I’ve added any new information that has emerged from our friends in Congress who are working toward a reconciled bill.