Tax Cuts and Jobs Act of 2017
Latest
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The Clock Is Ticking on Tax Cuts: Act Now to Avoid Missing Out
Estate and gift tax exemptions are at an all-time high until the end of 2025. That may seem like a long way off, but setting things up could take longer than expected.
By Christopher F. Tate, J.D. Published
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Plan Now, Save on Taxes Later: Tax Law Reset Is Coming
Don’t let the sunsetting of provisions in the Tax Cuts and Jobs Act catch you off guard. Here are some ways to take advantage of lower tax rates now.
By William Thatcher Published
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What You Can Do Now to Avoid Paying Higher Taxes in 2026
Tax rates are set to increase once the Tax Cuts and Jobs Act sunsets at the end of 2025, but steps you take now could put you in a better financial position.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Year-End Tax Planning for a Financially Healthier Retirement
Getting your tax ducks in a row for the end of the year can decrease your tax liability and make the most of your income, now and in retirement.
By Ryan Marston, Investment Adviser Representative Published
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Three Ways You Can Flip the Script on Your Taxes
Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting pushed around, here’s how you can pay what you must but no more.
By Scott M. Dougan, RFC, Investment Adviser Published
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Qualified Opportunity Zones With an Energy Boost
The energy sector, where investors can combine qualified opportunity fund perks with oil and gas direct investment tax benefits, is one of the more appealing and lesser-understood QOZ offerings available.
By Daniel Goodwin Published
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What to Do Before the Tax Cuts and Jobs Act Provisions Sunset
Parts of TCJA (also known as the Trump tax cuts) are set to expire by the end of 2025, so the sooner you act, the more options you’ll have to take advantage of today's lower taxes.
By Martin Schamis, CFP® Published
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Opportunity Zones in 2023: A Look Back, a Look Forward
Is now the perfect storm for investors? Don’t take your eye off the ball — investing in opportunity zones is well situated to offer meaningful tax benefits to knowledgeable investors.
By Daniel Goodwin Published
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Opportunity Zones and Inflation: What Investors Want to Know
Given the backdrop of inflation, rising interest rates and a possible recession in 2023, what can opportunity zones do for investors?
By Daniel Goodwin Published