This year was the first tax filing year under The Tax Cuts and Jobs Act, and we have heard from some people who were pleasantly surprised at their outcome, as well as some who were shocked over checks they had to write to the IRS. And that’s why our next guest says that it might be a good idea to do some tax planning now while that most recent return is still fresh in your mind.
Mike Switzer interviews Melissa Bane, a certified financial planner with the Greenville, SC office of Greenwood Capital.