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BTA Blog

What Should You Keep?

By: Elisabeth - November 1, 2018 - 11:37 am

What Should You Keep? Even with less itemizing, there are still tax documents you want to retain for years to come. Provided by Denise B. Barrows, CPA, CFP® & Philip G. Trostle, CPA/PFS, MBA   Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be  Read more…

The Major 2018 Federal Tax Changes

By: Elisabeth - October 1, 2018 - 9:44 am

The Major 2018 Federal Tax Changes Comparing the old rules with the new. Provided by Denise B. Barrows, CPA, CFP® and Philip G. Trostle, CPA/PFS, MBA   The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine  Read more…

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