About one year ago, the Tax Cuts and Jobs Act (“TCJA”) of 2017 officially passed – creating significant change for many U.S. families. This represents an update to my December 2017 article on tax reform and planning opportunities you should consider before December 31, 2018. Ready to nerd out with me?
We’re only halfway through the XY Planning Network (XYPN) conference, and I have already learned six key lessons. We are part of a broader movement: bringing real financial planning to people, regardless of age or asset level. The professional organization began in 2014 with 30 founding members and is #168 on Inc. 5000’s list of fastest growing private companies in 2018, with roughly 750 current members.