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Tax Cuts and Jobs Act: 529 Plans Expanded

In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill included the elimination of Coverdell…

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2017 Q4 Market Commentary

It was quite a year driven by earnings growth and the hope and realization of deregulation and tax-reform. We began the year at 2,238.83 on the S&P 500 following earnings of $106.26 for 2016. In 2017 those earnings rose to…

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Tax Refunds in 2018

Refunds in 2018 Choosing e-file and direct deposit for refunds remains the fastest and safest way to file an accurate income tax return and receive a refund. The IRS expects more than four out of five tax returns will be…

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