As we reach the midpoint of 2018, it is an ideal time to review your finances as they relate to our newest tax laws. Although we tend to look at this information at tax time and at the end of the year, it can be very beneficial to review and make changes now. This can help to mitigate some of the tax liability you may incur. As a reminder, we’ve included a downloadable comprehensive briefing of the Tax Cuts and Jobs Act with commentary to help you understand the impact of some of the key points.
Still have questions on what you should be doing? At Eder, Casella & Co., we strive to offer added value to everything we do for you. That includes providing advice and guidance on how to optimize profitability while keeping taxes at a minimum.
Call us today to discuss your options and make a midyear plan for your personal and business finances.
Shelly Spata joined the firm in 1998, and her name went on the door in 1999. She now serves as the Managing Partner of the firm. "As a business owner myself, I understand the complexities and challenges business owners face, and I strive to add value by helping clients understand their financial statements, manage tax consequences, and clearly see the financial and tax ramifications — both positive and negative — of decisions they make," she explains. "Without good financial information, it’s like driving a car blind, but with good information, clients are able to maximize profits."