3 traditional midyear tax planning strategies that hold up post-TCJA

With its many changes to individual tax rates, brackets and breaks, the Tax Cuts and Jobs Act (TCJA) means taxpayers need to revisit their tax planning strategies. Certain strategies that were once tried-and-true will no longer save or defer tax. But there are some that will hold up for many taxpayers. And they’ll be more […]

Financial hardship? Your retirement plan is an option

Employers often offer their employees a retirement plan as a part of their benefits package. Since these funds are to be invested for use upon retirement, they are largely untouchable until later in life. However, sometimes real life gets in the way of a well-laid plan. The IRS does make provisions for early distributions from […]