by Joe Allaria | Nov 3, 2018 | Article, Tax Planning
Due to the passing of the Tax Cuts and Jobs Act of 2017, the Tax Policy center estimates that the number of households claiming an itemized deduction for their gifts to non-profits will be reduced from 37 million to about 16 million in 2018. The result is the TCJA...
by Joe Allaria | Nov 3, 2018 | Article, Portfolio Management, Retirement Planning
A group of advisors from our firm recently attended a conference for 401(k) plan advisors and that conference happened to be in lively Las Vegas, Nevada. We expected the poker tables, blackjack tables, and slot machines, but didn’t expect the lesson in...
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