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Lisa Brown, CFP®, CIMA® May 28, 2019 2:49:00 PM < 1 min read

Taking Stock: Shocked by Your 2018 Tax Bill?

Episode #1: Shocked by Your 2018 Tax Bill?

Many people are still in shock after filing their 2018 federal and state income taxes. Because the new federal tax law — the 2017 Tax Cuts and Jobs Act — reduced marginal tax rates, many people expected a refund would be coming their way. But for some high-income households, that turned out not to be the case.

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Lisa Brown, CFP®, CIMA®

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."