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Tax Planning

Tax Cuts and Jobs Act: What it Means for Businesses

The Tax Cuts and Jobs Act that was passed in December 2017 features the most changes to the U.S. tax code in decades and it will impact nearly every individual and business. For businesses, tax benefits include a reduction in the corporate tax rate, increase in the bonus depreciation allowance, enhancement to the Code Sec. 179 expense, and repeal of the alternative minimum tax.

Posted By Alyssa Yocom
April 13, 2018
Tax Planning

Education Tax Credits & Opportunities

This blog post focuses on tax credits and tax break opportunities that may help you pay educational expenses while maximizing your tax savings.

Posted By Alyssa Yocom
April 13, 2018
Cybersecurity

Cybersecurity Best Practices

Cybercrime and fraud continue to be serious threats, and constant vigilance is key. Following best practices and exercising caution when sharing information or executing transactions can help make a big difference.

Posted By Jennifer Specter
April 4, 2018
Investment Management

Scenario Planning versus Forecasting

We often hear from clients: “What is the difference between scenario planning and forecasting?” Why do we prefer scenario planning at SFG? Scenario planning sits at the heart of our risk management process and philosophy.

Posted By William Saulsgiver
February 23, 2018
Cybersecurity

Connected Cars: Convenience vs. Security

As the Internet of Things (IoT) continues to grow, cars, appliances, watches, and phones will more frequently communicate directly with each other without a person initiating the message. Learn more about cybersecurity risks in connected cars.

Posted By Jennifer Specter
February 8, 2018
Tax Planning

Tax Cuts and Jobs Act: an Overview

The Tax Cuts and Jobs Act was approved by Congress and signed by President Trump in late December 2017. The Tax Cuts and Jobs Act features the most changes to the U.S. tax code in decades and it will impact nearly every individual and business. The SFG Financial Planning team is researching how these changes will impact our clients. Most of the provisions discussed in this article are active for tax years 2018 through 2025. Below is our summary of the how Tax Cuts and Jobs Act will affect individuals.

Posted By Alyssa Yocom
January 8, 2018