Month: April 2018

What Should You Keep?

By: Elisabeth - April 2, 2018 - 10:00 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® and 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…