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Save or Shred? Follow These Recordkeeping Guidelines

Are you a recordkeeping pack rat? Many individuals and businesses hold onto paper and digital records indefinitely — just in case. But securely storing years of financial records can become burdensome. Here’s some guidance to help minimize recordkeeping...

How 2018 Tax Reform Will Affect Individuals

The Tax Cuts and Jobs Act (TCJA) or Tax Reform 2018 makes sweeping changes to the tax rules for individuals.  Here’s a quick reference guide for some of the major changes under the new law to help you understand what exactly is changing.   In general, these...

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