On January 1, 2013, the United States Congress passed the "American Taxpayer Relief Act of 2012," legislation intended to avoid the so-called "fiscal cliff." This legislation makes sweeping changes to our tax laws, some changes permanent and others temporary.
Effective January 1, 2019: Lamia Financial Group has joined Forum Financial Management, LP.
Chris, Jeff, Juan, and David have become advisors of Forum, and we will be working with each client to seamlessly transition management of your portfolios to Forum.
Learn more about Forum at www.forumfin.com.