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Stop chasing short-term investment returns by creating a goal-based financial plan

Trust administration trends: Special needs trusts

It's not what you make when you invest, it's what you keep

How the new Tax Act impacts individual and fiduciary income tax planning

Tax Facts

Income Tax: 

  • Marginal tax rates  decreased for 2018, with 37% being the top rate.
  • The standard deduction  for joint filers increased to $24,000 in 2018.
  • The personal exemption was eliminated for 2018 and beyond.


  • The annual gift exclusion increased to $15,000 for 2018.
  • The gift and estate tax exclusion increased in 2018 to  $11,200,000.


  • The maximum annual salary deferral into a 401(k) plan increased to $18,500 for 2018, with an additional $6,000 allowed for those ages 50 or older. 
  • The maximum annual contribution into IRAs and Roth IRAs remains the same for 2018 at $5,500, with an additional $1,000 for those ages 50 or older. 


  • The top rate for long term capital gains in 2018 is 20%.
  • The top rate for dividends in 2018 is 20%


  • You may deduct up to  60% of your AGI to a public charity in 2018. 
  • You may deduct up to  30% of your AGI to a private foundation in 2018. 

Click here for 2018 Key Tax Code Numbers.

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Join us at our monthly CE Luncheon Series in our Community Room, located at 1227 Corporate Center Dr. in Oconomowoc. 

For details and to register, click here.

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