The latest issue of our “Loop Holes” newsletter is now available.

Topics include:

  • Firm News: Susan Levinstein, CPA and Partner, Nominated for Orange County Business Journals 2018 Woman of the Year Awards
  • The Tax Cuts and Jobs Act – How will it affect your tax bill?
  • Breathe new life into a trust by “decanting” it
  • Identify theft and your tax returns: How to protect yourself
  • Tax tips

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