The New 2017 Tax Reform Bill, Part 2

What is Not Changing

On January 1, 2018, the most sweeping overhaul of the US tax system – the Tax Cuts and Jobs Act – went into effect. While the bill is over 500 pages long, let’s briefly examine items not changing. But please keep in mind that this summary is in no way comprehensive nor is it meant to be construed as tax advice – you should consult your advisor to determine how it might impact you personally.

The New 2017 Tax Reform Bill, Part 1

Perspectives from a Financial Advisor

As of December 20, 2017, the Senate passed the "Tax Cuts and Jobs Act.” Most would agree that this is the most sweeping overhaul of the US tax system in more than 30 years.

The question we are all asking is “how does this impact me and my family?

Aquila Wealth Advisors Launch News Release

San Luis Obispo, CA – December 5th, 2017 – Aquila Wealth Advisors, a new financial planning firm founded by Eric Maldonado, CFP®, MBA, CKA®, opened in October 2017 with the help of XY Planning Network (XYPN), the nation’s leading organization of fee-only financial planners serving Generation X and Generation Y clients. In addition to Gen X & Y, the firm will also specialize in Faith-based Financial Planning and Investing.