Entertaining clients is going to get much more expensive for businesses thanks to the Tax Cuts and Jobs Act. Maybe hold off on buying those concert tickets for your client. Read all about it in this week’s Business Tip.
Living and working abroad? The Tax Cuts and Jobs Act still affected you—especially if you have ownership in a foreign corporation. We explain in this week’s Tax Tip.
Unreimbursed business expenses were part of those miscellaneous itemized deductions that were eliminated with tax reform. Will this hurt you? Find out in this week’s Tax Tip.
Where do you even start your retirement budget? Setting a retirement income goal is a good place. We offer four points to consider when setting your goal in this week’s Financial Tip.
Have a home equity line of credit? In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should talk to your tax consultant TODAY to understand how it will affect your taxes next year. Read the Artcile
As a small business owner, if you have qualified business income, you may qualify for a nice tax break thanks to the Tax Cuts and Jobs Act. We explain in this week’s Business Tip.
The estate tax exclusion for 2018 is $11,180,000 for individuals and $22,400,000 for married couples—and the portability provision is still in place! Learn more in this week’s Estate Planning Tip.
Beginning in 2018 Roth conversions of a Traditional IRA cannot be undone. Once a conversion is made, you will have to live with the tax consequences. Learn more in this Tax Tip.
You’re committed. You’re ready to do it. Let’s create a budget! Uh… where do you start? We have some tips for you in this week’s Financial Tip.
Bil Lako, CFP®, and Troy Harmon, CFA, CVA, are joined by Managing Associate, Shawna Theriault, C.P.A., CFP®,CDFA®, to talk about recently released guidance from the IRS regarding the deductibility of home equity loan interest in context of the Tax Cuts and Jobs Act.