Tax Series: Capital Gains and Tax Projection

It’s the middle of October 2017 and not only have we “just” completed our Company Retreat but a whole readjusting, reconnecting and reprioritizing our “Mindset” at Morris+D’Angelo as we prepare for 2018 and beyond with “Gusto”. Good things are around the corner at Morris+D’Angelo for sure. One of the Topics that have been at the top of my mind for a while that I wish to speak about is Tax Reform. This is the first of a series of articles in the coming months that address some of the issues and concerns that I have as a High-Level Financial Services Tax Professional. #1: Capital Gains and Tax Projection Yes, helping reduce ...