In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can profit from your business, minimize your capital gains, and benefit a charity by creating a charitable trust.
We tease that the Tax Cuts and Jobs Act was the employment act for accountants…it’s funny because it’s true, especially when it comes to choosing your accounting method for businesses. Find out why in this week’s Business Tip.
Henssler Managing Associate K.C. Smith, CFP®, describes how our clients gain peace of mind with the cohesive approach to financial planning we provide.
Making one debt payment instead of many may help you keep your debt under better control, but you may end up paying more in interest over time. We explain in this Question of the Week.
Now that the fog of 2017’s taxes are behind you, did you talk to your C.P.A. about 2018? Some significant rules have changed, especially itemized deductions. Better take a look at your taxes now! We explain in this week’s Tax Tip.
IRAs were meant to fund your retirement, so the IRS penalizes you if you withdraw from your account prior to age 59½. Learn the details in this week’s Financial Tip.
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund.
The U.S. Markets started out the week on a mixed note on continuing trade tensions between the U.S. and China. The Dow Jones Industrial Average and S&P 500 Index shed some points while the NASDAQ Composite ended fractionally positive. West Texas Intermediate crude oil increased, settling at $65.85 a barrel, and Energy stocks stepped up as a result.
You might just think invoices are so you can get paid, but your accounting forms also contribute to your business’s image. We explain how you can personalize them in this QuickBooks Tip.
Henssler Research Analyst Nick Antonucci, CVA, explores some of the fees that investors may not know they are paying when they have their investments managed.