Tag: Tax Planning

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

IRS Provides Relief for Victims of Hurricane Harvey by Relaxing Plan Rules

The IRS Announced (Announcement 2017-11) on Wednesday, September 30, 2017 that it has provided relief to victims of Hurricane Harvey by relaxing regulation on Qualified Employer Plans including 401k and 403 Plans. Relief is available to qualified plans that make a loan, or a hardship distribution for a need arising from Hurricane Harvey, to an […] Read More

Property Tax Relief for Seniors in New Jersey

Ah, property taxes – a significant cost of living in New Jersey.  Property taxes, an ever increasing expense that plagues homeowners, can be especially burdensome for retirees and senior citizens, often on a limited, "fixed income." Even as mortgage payments drop off, the cost of living in your home prevails in the form of increasing property tax. In New Jersey and other states that impose high property taxes, retirees often decide to leave their home… Read More