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How the Proposed Tax Changes Could Impact Your Financial Plan

Published by Christina Hester Snyder, Associate Partner and Wealth Advisor   Major movement has occurred for the Biden administration’s Build Back Better Agenda. The $1.2 trillion infrastructure portion of the bill was signed into law in November and the social spending part of the bil …
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Areas of Focus for End-of-Year Tax Planning

Many people have the idea that tax planning is only about paying less money right now, and that’s not the case. Tax planning is about paying less money over time. There are many avenues to do that. As we’re nearing the end of 2021, it’s prime time to get your finances in order for the …
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