Archives for July 2018

August Client Bulletin

How The New Tax Law Affects 529 Plans

For many years, 529 college savings plans have offered a tax-favored way to save for higher education. These plans, officially qualified tuition programs, are named for the IRC section that provides their advantages.

Read more here.

invest-view

Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.

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July Client Bulletin

More Give in the Gift Tax

The Tax Cuts and Jobs Act of 2017 increased the federal estate tax exemption to $11.18 million for 2018. That’s per person, so the combined exemption for a married couple
can be as much as $22,360,000 worth of assets this year.

Read more here.

invest-view

Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.

Read more