Posts tagged tax reform
Year End Tax Planning

It’s the end of 2017 and you have likely heard about all the tax reform changes being discussed on every website and news outlet. My name is Chris de Lorimier and I am an Enrolled Agent licensed by the IRS Department of Treasury, and I also have an MBA in Financial Planning. Most people aren’t familiar with the Enrolled Agent designation, but we are like CPAs. Some (not all) CPAs do taxes, but all Enrolled Agents are experts in tax. CPAs are licensed by their state’s Board of Accountancy, and Enrolled Agents are federally licensed by the IRS’ Department of Treasury.

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