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tax reform resource center

How to Maximize Your Deductions Under New Tax Laws

If you are used to itemizing your tax deductions each spring, things may be changing for when you go to file your 2018 taxes. In fact, according to the nonpartisan Tax...

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An Early Look at Tax Reform 2.0

After the swiftly-passed Tax Cuts and Jobs Act made its way through Congress in late 2017, there were still many questions left to be answered. This week, House...

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Roth Conversions are Less Taxing Thanks to Tax Reform

Roth conversions are as historically cheaper for many individuals and opportunistically beneficial as they have ever been thanks to the 2017 Tax Cuts and Jobs Act. The...

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To Avoid a Tax Surprise, Check Your Withholding Now


Many individuals are celebrating the fact that tax reform might lower their income tax liability. What is lost, however, is the related, but separate, question of,...

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Be Roth Smart: An Investor's Guide to Roth IRAs


Twenty years ago, a mind-blowing paradigm shift hit the American investment scene: retirement accounts with essentially no tax. This innovation was called the Roth IRA.

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