Tax Reform 2017 Highlights

Tax Reform 2017 Highlights

  Alisa Kim O’Neil, JD, CTFA, Director of Estate & Financial Planning “The Unified Framework for Fixing Our Broken Tax Code” was unveiled on September 27, 2017 by the GOP leadership. The highlights of the GOP’s proposals are as follows:  ...
There is “A Better Way”

There is “A Better Way”

  Brad Weafer, CFA, Chief Investment Officer  Upcoming tax policy changes should have a positive impact on corporate profits.  Investor and media attention remains focused on the policy agenda in Washington. The recent difficulty in attempting to change the Affordable...