Jeff's Blog

Thoughts from Our Managing Partner and Other M&S Thought Leaders

Many companies take an ad hoc approach to technology. If you're among them, it's understandable; you probably had to automate some tasks before others, your technology needs have likely evolved over time, and technology itself is always changing. Unfortunately, all of your different hardware and software may not communicate so well. Many of our clients are also developing plans to address the...
With the release of a reconciled version of the Tax Cuts and Jobs Act (TCJA) from the House-Senate Conference Committee, we now have a better idea of how the final tax reform provisions will look. As promised, here are a few key changes that are the most likely to affect you and your year-end tax planning. If you have any questions about the proposed changes and how you can plan for them, reach...
NOTE: The information contained in this blog post may no longer be applicable. An update can be found here. Tax Reform proposals in the House and Senate have been changing rapidly as Congress looks to complete a comprehensive tax reform bill, and we're here to provide updates on tax reform and the 2017 tax planning opportunities they present. Proposed Change to Cost Basis Determination The Senate...
NOTE: The information contained in this blog post may no longer be applicable. An update can be found at here. Tax Reform proposals in the House and Senate have been changing rapidly as Congress looks to complete a comprehensive tax reform bill, and we're here to provide updates on tax reform and 2017 tax planning opportunities. Changes to Itemized Deduction for Taxes As it stands, both...

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