Tag: Tax Cuts and Jobs Act

March 2018 Newsletter

AEPG Wealth Strategies has been selected by Investment News as one of the Top 50 Best Places to Work for Financial Advisers in their inaugural survey for 2018! AEPG will be recognized on May 15th at the first Best Places to Work for Financial Advisers Awards Luncheon in Chicago at the University Club. There has […] Read More

Important Tax Planning Alert for Employees: IRS Releases Revised Form W-4

The Internal Revenue Service recently released the revised version of Form W-4 to comply with the new tax rates established as part of the Tax Cuts and Jobs Act of 2017. Determining the right amount of withholding can be somewhat of a challenge. In order to help Employees avoid any unforeseen surprises, Employers are advised to request their employees complete the new Form W-4 so their withholdings can be calculated correctly going forward. Read More

February 2018 Newsletter

♦    It’s tax season and with the passing of the Tax Cuts and Jobs Act there are new items to consider such as, “Is my House Worth Less After the Tax Law Change”? Peter Hoglund, CFP® breaks down what current homeowners can do to manage any potential changes.  ♦    Are you and your […] Read More