May 13, 2019 Advisors, Teach Your Clients About The Five Factors Of Special Needs Planning The moment the door closed for our meeting, our client Sarah, whom we’ve worked with for many years, said “We…
October 26, 2018 The Impact Of The 2017 Tax Law For Individuals With Disabilities The Tax Cut and Jobs Act (TCJA) of 2017 is the largest piece of tax reform legislation that Congress has passed in over thirty years. The total impact will vary dramatically for each taxpayer.