July 2019

The July newsletter has articles on Depreciation of Passenger Autos, Key IRA Planning Concepts, Types of Stock Losses, and Mid-Year Tax Planning. Also included is a Wealth Advisors Market Update, DMJ News & Notes, Upcoming Events, and Other Announcements.

Mid-Year Tax Planning- Things to Consider

As we cross the mid-point of 2019, take a few moments now to consider your 2019 income tax situation, and what you can do to improve it now. Many of the traditional planning ideas either no longer work, or have changed notably under the Tax Cuts and Jobs Act of 2017...