Newsletters

17
Sep

Financial Confidence Newsletter

In the September newsletter, Janie Evans gives advice on familiarizing yourself with changes to the individual alternative minimum tax and Karen Keller provides tips to sponsors of defined benefit plans in response to changes made by the Employee Benefits Security Administration.

20
Aug

Financial Confidence Newsletter

In the August newsletter, Whitney Hurtt reviews changes to the Tax Cuts and Jobs Act as it pertains to the individual estate, gift and generation-skipping transfer tax and John Eberhart explains how valuations and calculations differ in litigation.