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Daily Archives: November 22, 2019

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In the News: Estate distribution doesn’t always ‘work itself out’

Estate, Featured, In The NewsBy Editorial TeamNovember 22, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP®, tells the story of two brothers concerned that their dad’s new wife will cut them out of the estate.

Don’t Overlook These Essential Small Business Tax Credits

Blog, Business Owner/Self Employed, TaxBy Editorial TeamNovember 22, 2019

As a small business owner, proper tax planning will ensure you take advantage of every tax credit you qualify for. We outline five essential small business tax credits.

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