Uncertainty Hampers Year-End Tax Planning – November 2017

As of this writing, year-end tax planning is clouded by questions about federal legislation. President Trump and many of the Republicans in Congress favor changes that would affect the tax code. Currently, the success they’ll have in their efforts is difficult to predict.

What’s Inside

  • Uncertainty Hampers Year-End Tax Planning
  • Year-End Planning for Investors
  • Year-End Retirement Tax Planning
  • Year-End Tax Planning for Charitable Donations
  • Year-End Business Tax Planning
  • Tax Calendar
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Prepare Your Kids for Financial Independence – October 2017

An AICPA survey discovered that parents are more likely to talk with their children about manners, eating habits, school grades, and substance abuse than about finances. All these topics are important, but it’s also vital to teach your kids the basics of handling money.

What’s Inside

  • Prepare Your Kids for Financial Independence
  • New IRS Ruling May Rescue Estate Plans
  • Tax Court Approves 100% Business Meal Deduction
  • Tax Calendar
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Walk to End Alzheimer’s – 2017

A couple members of WRDR, Braden McClintock and Amy Vicioso participated the the Walk to End Alzheimer’s on October 7th 2017. Also joining Braden and Amy were Jessica Thompson, Patricia McClintock, Daniel Bruns and Mallory Bruns. Everyone had a great time, especially for such a great cause.