Although we cannot correct the motivations of evil actors, we can advise you on steps to take now to tighten your security systems, secure your assets, and protect your financial future.
In addition to time off and connecting with family and friends, the end of the year brings important tax planning opportunities. In context of the new tax law, we explain a few strategies and give an update about what’s happening at the IRS.
This major tax reform will benefit corporations and the mega-wealthy beginning in 2018. For many individuals, the new law will add complexity. Many of the new provisions expire after December 31, 2025, at which time tax rules revert back to 2017 law. We’ve compiled a list of the provisions that will likely affect our individual clients. Stay tuned for new tax strategies that will emerge from these rules.
JLFranklin Wealth Planning
A full-service firm that focuses on individual clients whose financial lives we can impact the most.
