INSIGHT
Learn How the TCJA Will Affect Your Taxes With Our 2018 – 2019 Tax Planning Guide
Sandy Murray, Rich McDonnell • November 20, 2018
Services: Private Client Services
Our number one goal is to provide you with sound tax advice to minimize your taxes. Any business and investment decision you make will have tax consequences. By understanding your needs and goals, we are able to craft intelligent, personalized tax roadmaps that minimize your risks and maximize your peace of mind.
As you prepare for the 2018 tax season, we hope this tax guide provides an overview of the changes since the Tax Cuts and Jobs Act (TCJA) was signed into law. There are many significant changes that may affect you, your family and business. This guide will help prepare you for your conversation with your BPM Advisor as we work together to determine your tax planning strategies today and for the future.

Rich McDonnell
Partner, Tax
Community Outreach Liaison Leader
Rich is a Certified Public Accountant licensed in California and New York. He has nearly 40 years of experience, the …

Sandy Murray
Partner, Tax
BPM Board of Directors
Private Client Services Leader
Sandy has over 30 years of experience in tax return preparation, planning and research. His background includes maximizing net worth …
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