Planning matters

Meet Lindsey

Meet Lindsey, our Graphic Designer, and team cheerleader. At Johnson Bixby, Lindsey does more than just the graphics, she’s a real team player—inspiring others and going out of her way to help the team succeed…

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Best of 2017

Our blog, Planning Matters, is now two years old. In celebration, let’s look back at 2017. Here are our top 5 posts from the year…

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New Tax Law 2018

On December 22, 2017, the President signed into law new tax legislation with many provisions effective for 2018 and expiring 2025. Here are some of the highlights that apply to most clients and a few obscure details.

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JBA’s New Year’s Resolutions

As the holiday season culminates this week with New Year’s Eve, it’s normal to start thinking about resolutions or goals for the coming year. This tradition is confirmed by the increased number of phone calls we receive every January from potential clients wanting to schedule.  It’s a time many think about getting their financial affairs…

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Tax Tips for 2017

The Tax Cuts and Jobs Act is expected to pass later this week. After proposing their own separate and different bills, the House and the Senate seem to have come to an agreement on what tax reform will look like. A House-Senate conference committee worked to blend the two versions of the Act and signed…

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