Birchwood Insights and News

Recent Tax Law Changes

By Steve Dixon, CFA

We want to make you aware of recent Minnesota tax law changes. We encourage you to work with your tax professionals to address any actions you should take. Social Security Benefits Allows a subtraction for an amount of Social Security benefits, up to a maximum amount. The maximum subtraction is...

Tax Considerations for 2017

By Steve Dixon, CFA

As 2016 nears its end, we wanted to make you aware of some changes that may affect your taxes in 2017 and a few things to consider yet for 2016. We encourage you to work with your tax professionals before the end of the year to address any actions you should take.

1

Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.