HowtheTaxCodeAffectsPlanningforIndividualTaxpaye.pptVIP

How the Tax Code Affects Planning for Individual Taxpayers Introduction Balasa Dinverno Foltz LLC started business in 1986 Financial Management firm for individuals, business owners, and pension plans 20 employees: 8 Certified Public Accountants, 2 Attorneys, 2 MBAs, and 8 Certified Financial Planners Approximately $830 Million in assets under management How Do We Keep up With Tax Law Changes? Constant amount of reading and research Specialists in our firm follow tax rules – it is too difficult for generalists to maintain a tax knowledge base We purchase specialized tax research and softw