by John Boyle, CFP®, AIF®, EA | Jan 21, 2020 | Education Planning, Estate Planning, Tax Planning
In December 2017, Congress enacted the Tax Cuts and Jobs Act (TCJA) and changed how your children calculate their tax on their investment-type income. The TCJA changes led to much higher tax bills for many children. On December 19, 2019, Congress passed a bill that...
by John Boyle, CFP®, AIF®, EA | Jan 21, 2020 | Education Planning, Estate Planning, Investment Planning, Retirement Planning, Tax Planning
As has become usual practice, Congress passed some meaningful tax legislation as it recessed for the holidays. In one of the new meaningful laws, enacted on December 20, you will find the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act). ...
