Published Work: OTL Magazine – Tax Cuts and Jobs Act

On December 20, 2017, the U. S. House and Senate passed the Tax Cuts and Jobs Act (TCJA). This is the largest major tax reform in over three decades and contains a whole host of tax provisions that impact individuals and businesses. With a few rare exceptions, the TCJA affects 2018 returns, filed in 2019. Below are highlighted some of the provisions that will affect individuals.

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From Unpaid Intern to Advisory Firm CEO and Successful Succession Planning With Eric Hehman

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Investment News: Election over, advisers plan their next moves with clients

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Financial Planning’s Top 15 Books Advisors Should Not Miss

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Adviser’s Consultant: A successor’s take on a winning transition

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The costly mistake 80% of advisers make

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Austin Classical Guitar Interview with Eric Hehman

I asked Austin Asset’s CEO, Eric Hehman, to tell me a little bit about the company, and their approach to philanthropy and community engagement.

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2013 Austin Under 40 winners

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