Marilyn Suey, MBA, Certified Financial Planner®, AIFTM, PPCTM
April 12, 2019
This is the heart of tax season and with the TheTax Cuts and Jobs Act of 2017 (TCJA) we all need to pay special attention to the changes that may impact our returns this year. Please keep this Key Financial Data handy as this year moves along.Let us know how to serve and support you this year!