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Library » How Business Owners Can Profit from the Tax Cuts and Jobs Act
July 30, 2018 | Wealth Management
The Tax Cuts and Jobs Act brought sweeping changes to the tax code, but business owners may come out on top. Find out if you meet the requirements and what steps you can take to take advantage of the new deduction. Have questions about the new tax laws and qualified plans? …
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InstitutionalLibrary » Foundations
April 18, 2018 | Investment Themes
We understand the unique challenges the Taft-Hartley community faces and are committed to providing resources that help union members achieve a more meaningful and secure financial future. That’s why we created Foundations, a Taft-Hartley publication full of resources that are beneficial for you …
Financial Planning » Qualified Charitable Distributions and the New Tax Law
March 13, 2018 | Wealth Management
The Tax Cuts and Jobs Act made sweeping changes to our tax laws when the bill was signed this past December. On January 1, the standard deduction – an amount that all tax filers can deduct from their income each tax year – was doubled to $12,000 for single filers and $24,000 for joint filers. The …
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IndividualFinancial Planning » Webinar: Tax Reform and Your Financial Planning
February 16, 2018 | Wealth Management
Tax reform has become law, and seemingly endless news coverage has been dedicated to explaining its major provisions. With the dust starting to settle, now is the time to consider what it means for your financial planning in 2018 and beyond.
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IndividualLibrary » 2018 Tax & Planning Guides
January 31, 2018 | Wealth Management
Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. In many cases, this information can be difficult to locate or understand. With this in mind, we created a set of reference guides to break down exactly what you need to know about the new tax law, …
Financial Planning » Year-End Tax Planning Tips
December 11, 2017 | Wealth Management
The uncertainty surrounding potential tax law changes has dominated headlines in the past few weeks. While the tax landscape for 2018 is still up in the air, we know what the laws are for 2017.
Financial Planning » Tax Reform and What Comes Next
November 20, 2017 | Wealth Management
As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill …