Man using a calculator putting coins in a jar.

 

Small business owners are particularly sensitive to taxes and may find some relief with The Tax Cuts and Jobs Act of 2017. Internal Revenue Code Sec. 199A, known as the qualified business income deduction or “pass-through deduction”...

Writing Tax Check

One day in 1969, a group got together to discuss financial planning and ultimately what such a profession could look like. This led to the creation of the International Association for Financial Planners (IAFP) as well as the College for Financial Planning and...

Writing Tax Check

With the passage of the Protecting Americans from Tax Hikes (PATH) Act in 2015, Congress gave taxpayers (and their financial planners) the gift of certainty by making Qualified Charitable Distributions (QCD) a permanent provision for all years going forward and providing the opportunity to be...