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Surprised By Your Tax Return This Year?

South Carolina Business Review logo

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.

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.