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September 2017
On September 27, 2017, the White House, the House Committee on Ways and Means, and the Senate Committee on Finance released a summary of its proposed tax reform package, the Unified Framework for Fixing Our Broken Tax Code (a copy of which can be found here at this link: https://www.treasury.gov/press-center/press-releases/Documents/Tax-Framework.pdf). Although this proposal was jointly...
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Kay Wilburn and Judy Shepura gave presentations, on September 19, at a Lincoln’s women’s symposium for financial advisors in the community.  Kay spoke about the benefits of trust planning which included topics on asset protection and tax planning for assets transferred to the next generation.  Judy spoke about decisions that need to be made as people plan for...
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On July 17, 2017 the United States Citizenship and Immigration Services (USCIS) released an updated Form I-9. Employers will need to adapt to the change and use the new form by no later than September 18, 2017 or face the possibility of large fines. Most of the changes are subtle, purporting to make the form...
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