Communication

Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office, as well as highlights from the Tax Cuts and Jobs Act. Don’t forget to check out the client spotlight, where we believe you will see a very familiar face!

In this edition:

  • WAG on the Move:
    • New Year- New Logo
    • Welcome Rachael Burke
    • Maranda Wellman – Completes the requirements for her CPA license!
  • Tax Corner:  Tax Cuts and Jobs Act Highlights on Individual and Estate Taxes
  • Tech Corner:  www.wealthag.com is all new!
  • Client Spotlight:  Bill Griffin

To read full issue click here.

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