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2018 Tax Reform
Now that the ink has dried on tax reform, join us for an updated presentation with Jay K. Dahl, CPA. He'll cover the unexpected items that did and did not make it into the final legislation.

You may have seen recent headlines about the launch of the new 530A or “Trump Accounts,” a new type of investment account for children, available as of July 4, 2026. What Are Trump Accounts? A Trump Account is a new tax-advantaged investment account for children under age 18 who have a valid Social Security number. […]
