Getting Down to Brass Tax

With tax season upon us and the upcoming April 18th filing deadline fast approaching, now is the perfect time to review your finances and make sure you’re taking full advantage of all the tax credits and deductions available to you.

Build Back Better Act- Proposed Tax Law Changes

On Monday, September 13, 2021, the House Ways and Means Committee released proposed tax law changes related to the $3.5 trillion Build Back Better Act.  These changes are proposed and may not be included in the final legislation. However, we wanted to make you aware of the key provisions, even though the proposed legislation is subject to change.  We are actively monitoring this legislation and will continue to provide updates as they become available. We will also include planning opportunities for each of the relevant tax law changes.

Form CRS
Form ADV Part 2A

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