The U.S. Treasury has issued final regulations for TCJA that would include in the second , more favorable category of Non-service Businesses all insurance agents, agencies and brokerages taxed as a pass-through. But the circumspect insurance advisor has reason to pause.

The FAFSA eligibility criteria based on your income and net worth determines how much you should be contributing to your child’s higher education and could render you ineligible for assistance – but there’s a solution.

Bequests by Will represent the largest segment of testamentary transfers that occur – but there are others worthy of your familiarity as you progress in your ability to uncover gifts.

Consider our suggestions for rules by which to conduct your business in the unchanged fluidity of the laws by which we must attempt to help clients best plan for their financial affairs.