Month: November 2018

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…