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How Will the Tax Law Impact Seniors and Persons with Disabilities?

Posted on: January 25th, 2018
Retirees, most of whom are on relatively fixed incomes, are probably the most concerned about what the new tax law will mean for them. But, generally, they will be less affected than others because the changes do not affect how Social Security and investment income are taxed. In fact, many will benefit from the doubling of the standard deduction and, with the new individual tax brackets and rates, will be paying less in taxes when they file their tax returns in April, 2019. (Most of the changes will apply to 2018 income, not 2017 income.) ...

Carí Jackson Lewis Joins Haven Hills Board

Posted on: January 23rd, 2018
​We are pleased to announce that our very own Carí Jackson Lewis, Esq. has been appointed to the Haven Hills, Inc. board of directors, which oversees the non-profit organization’s efforts to help victims of domestic violence....

Four Questions CPAs Should Ask Clients When Planning For The New Year

Posted on: January 22nd, 2018
CPAs are a vital part of a client’s team of trusted advisors. CPAs can work with estate planning professionals to help clients achieve both their short- and long-term financial, estate and charitable planning, as well as compliance and governance needs. Here are four estate planning questions that CPAs should ask clients when approaching their financial planning for the New Year: ...
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