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The Wealth Counselor


Time for Spring Cleaning and Planning





President Trump's First 100 Days in Office


Despite the many uncertainties facing President Trump's agenda, his administration has strongly signaled that tax-related measures are a top priority. Trump and Republicans want to extend many provisions from the expiring Tax Cuts and Jobs Act (TCJA) that the president signed into law in his first term. There could also be new tax cuts, such as Trump's proposal to eliminate taxes on tips, overtime pay, and Social Security benefits. Read more to learn about Trump's and the GOP's reported tax priorities for their economic package.

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How to Make the Next 100 Days Impactful


Spring is an opportune season for housekeeping, both literally and metaphorically. It is time to throw open the windows of your life, let in the fresh air, and catch up on the small chores that often get pushed aside amid modern life's frenetic pace - including dusting off your estate plan, clearing away outdate ddocuments, and tidying up your financial house. Read more to learn about the different ways you can make the next 100 days impactful in your life.

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Notable Estate PlanningLegislation


No matter the time of year, taxes are always a hot topic. While we usually think about taxes in terms of how they affect us today, it can be equally important to understand the history of tax laws that can impact your estate plan. Read more to learn about notable estate planning legislation.

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MEREDITH | PC
4325 Windsor Centre Trail
Suite 400
Flower Mound Texas 75028
214-513-1013

This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.