Changes in the 529 Plans

August 06, 2018 by Travis Hole in Tax, Financial Planning

With the passing of the Tax Cuts and Jobs Act, 529 plan contributions are more appealing.

Does Saving with Trump's Tax Plan Mean a Bigger Refund?

July 10, 2018 by Travis Hole in Tax

Although you may be saving on your taxes with the new tax plan, that doesn’t necessarily mean you’ll be receiving a bigger refund during the 2019 tax season.

Did Trump's Tax Plan Help or Hurt You?

June 20, 2018 by Travis Hole in Tax

When the Trump tax cuts were announced in December of 2017, I dealt with a panic from many of my clients that I had never experienced before in my career. “What should we do?” “Am I going to pay more?” “Does this affect the upcoming tax season?”