Blog

Adjusting to New Tax Law in 2018- What Steps Should You Be Taking?

Joe Morson | Wednesday, May 30, 2018

Hello everyone! Well, after the busiest tax season I’ve ever had in my office, I am finally re-adjusting to life outside my office walls. I had to reintroduce myself to family and friends after being holed up for months, but...

Joe Morson | Wednesday, January 3, 2018

2017 Tax Cuts and Jobs Act- An Historic Change To The Tax Rules A summary of the key changes to the new tax bill that went into effect on January 1, 2018. Ten of the new rules are highlighted and explained.

Joe Morson | Thursday, February 2, 2017

For most people, it is virtually impossible to associate this day, Groundhog Day, with anything other than the mid-90’s movie that shares its namesake starring Bill Murray, chronicling his inability to escape reliving the same...

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Maryland, Pennsylvania, Florida, Ohio, and Nebraska.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Life Values Financial

Aligning Your Future With Your Values

Blog

Adjusting to New Tax Law in 2018- What Steps Should You Be Taking?

2017 Tax Cuts and Jobs Act- An Historic Change To The Tax Rules

"Well it's Tax Season...Again"

Office:	(410) 451-4029
Mobile:	(443) 254-2313