Jan 2, 2020

Pat Dillon is back!  Taxes are not my area of expertise, so I called in the expert from Iowa.  Pat walks us through all the info related to capital gains taxes.  What are they?  When are they owed?  What is a stepped up basis? How do we know when this is a concern? Should this impact an estate plan?  He'll answer all of...

Jan 5, 2018

The big news in December was that Congress passed the "Tax Cuts and Jobs Act" and it was signed into law by President Trump on December 22, 2017. 

Today, Kristine Tidgren is here to walk us through some of the major changes and impacts from the changes made in the bill.  We walk through some personal taxation changes...