The Tax Cuts and Jobs Act covers a wide variety of tax changes. In the retirement plan world, before the final bill was passed, there was a lot of talk about reducing contribution limits and/or requiring Roth Deferrals as opposed to pre-tax deferrals. Thankfully, neither of these prop

The IRS announced that tax season will open on Monday, January 29, 2018. The IRS will begin accepting paper and electronically filed tax returns at that time. Paper returns won’t begin to be processed until mid-February. That is why the IRS strongly suggests to file your 2017 ta

With President Trump signing the new tax bill last week, and as more information is made available about the changes in tax law, we want to let people know about some last minute tax strategies to implement before December 31, 2017 to be in a better position for 2018. We talked about