Tax Reform’s Impact – Case Study #4

Posted by & filed under Financial Planning, Tax Advisory.

Affluent Family Small 2

Guest Post by Chris Whalen, CPA

FACTS: Family of 4, Two Parents, Two Children, 100K of wages. In 2017 they were renters. This case study will analyze and compare the same financial facts based on the new law with the family staying as renters in 2018 and also becoming homeowners in 2018.

Are you concerned about how the new tax laws will impact your tax bill?

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