January 2018 – An Economic and Market Update

Quarterly Market Update – January 2018 Executive Summary The last year saw a strong shift in market growth with international markets outpacing the United States.   Tax reform will take time to fully understand, but currently it looks like most filers will benefit, particularly those who are married with children at home. The Federal Reserve and … Continued

February 2018 – Tax Cuts and Jobs Act Update

January 2018 – Tax Cuts and Jobs Act Update A note to our clients: In keeping with our goal of providing relevant and high-quality content we have sourced what we believe to be the most accurate representation of the coming changes to all our tax lives. This is a comprehensive update. Some of it will … Continued

Guided Advice – Payment

April 2023 Call

GMT20230413-140137_Recording_1920x1080.mp4  Speaker1: [00:00:30] Hey, good morning, everybody. Thank you for joining us this morning. I think we still got a few more people popping in, but I’m going to go ahead and and get started. There’ll be a pretty standard agenda for us today. We’ll go through some economic data, brief politics update, and then … Continued