Tax Law Changes Affecting Planning

By Mike Switzer

Published February 12, 2019 at 4:59 AM EST

The Tax Cuts and Jobs Act was passed in December 2017, but it’s only now that people are starting to see what it may mean to them personally. This year’s tax filing season is the first that will actually be affected by that law. Our next guest says many people are facing this new reality and realizing they should do a bit more planning for their 2019 tax bill

Mike Switzer interviews Eddie Kramer, a certified financial planner with Abacus Planning Group in Columbia, SC.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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