New U.S. Tax Law – Tax Rates for Individuals/Families in 2018

New U.S. Tax Law – Tax Rates for Individuals/Families in 2018

Posted: January 3rd, 2018 | Author: | Filed under: Income Tax Planning | Tags: , , , , , , , , , |

A sweeping new income tax law has been passed (H.R. 1), known as the Tax Cuts and Jobs Act of 2017, on December 22, 2017. How will it impact you? Let’s take a look.

The following rates take effect January 1, 2018. Read the rest of this entry »


Callahan Financial Planning Adopts CFA Institute Asset Manager Code of Professional Conduct

Posted: January 2nd, 2018 | Author: | Filed under: Callahan Financial Planning | Tags: , , , , , , , , , |

CFA Institute Asset Manager Code

Callahan Financial Planning Company is proud to announce that the company has adopted the CFA Institute’s Asset Manager Code of Professional Conduct.

Callahan Financial Planning joins approximately 1,400 firms worldwide that have adopted this professional conduct code.

The Asset Manager Code of Professional Conduct outlines the ethical and professional responsibilities of companies that manage assets for clients. This code serves as a point of reference for investors, establishing clear policies on what investors can expect by working with a firm that has claimed compliance with the code. Read the rest of this entry »