Tax Reform’s Impact – Case Study #1

Small Business Men shaking Hands

Tax Reform’s Impact – Case Study #1

Guest Post by Chris Whalen, CPA

FACTS: Family of 4, Two Parents, Two Children, 230K of wages, homeowners with itemized deductions.

Are you concerned about how the new law will impact your family’s or business’ tax bill? My firm is ready to prepare a customized 2018 projection based on your specific situation, similar to the example below.

Click the video below to watch. (Best Viewed in Landscape, Phone or Tablet)

These new tax changes are the most complex I have experienced in my 30 year career. Now, more than ever, you need a seasoned CPA to help you navigate the income tax system.

This article was written by Chris Whalen CPA. As a CPA his views come from a tax and accounting perspective. The Investment Advisor is a Registered Investment Advisory Firm. The Investment Advisor does not offer tax, accounting or legal advice.

The information presented is meant to be informational only. It does not constitute a recommendation. Investment and Financial Planning recommendations can only be made in consultation with each client individually after each client has discussed their situation with The Investment Advisor. Before making any investment, financial or legal decision you should always consult your Accountant, CPA, Attorney and Financial or Investment Advisor.

For Further questions about the information contained in this post and video contact Chris Whalen, CPA or The Investment Advisor.

The Investment Advisor can be contacted on its website at or by calling (877) 414-9021.

Chris Whalen can be contacted at the website of Chris Whalen, CPA at or by calling (732) 673-0510