How QuickBooks Protects Your Data, and How You Can Help
The data in your QuickBooks company file contains some of the most sensitive information on your computer. Learn what you need to do to make sure it’s secure in this Quickbooks Tip.
New IRS Guidance on State and Local Tax Refunds
If you received a federal tax benefit from deducting state and local taxes as an itemized deduction in a prior taxable year and you recover all or a portion of those taxes in the current taxable year, you may need to include a portion of the recovery in gross income. We explain in this week’s Tax Tip.
Federal Student Loan Interest Rates Decrease for 2019-2020
For the first time in three years, interest rates on federal student loans will decrease for the 2019-2020 academic year. What are the new rates? Find out in this week’s Financial Tip.
It Depends on Your Financial Plan
We take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client’s specific situation.
The Win-Win Scenario of Restricted Stock Comes with Major Caveats
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the planning issues involved when you receive restricted stock as part of your compensation package.
“Boot” and Relief of Owner’s Liabilities
Generally the incorporation of a business is tax free to both the shareholders and the corporation…that is until “boot” is involved. We explain in this week’s Business Tip.
How do I replace my Social Security card?
Starting a new job? You’ll need to show your Social Security card. Lost your Social Security card? You’ll need a replacement. We explain what to do in this Question of the Week.
Tax Benefits for Members of the Military
We give a rundown of the most prominent tax benefits for members of the military in this week’s Tax Tip.
The Win-Win Scenario of Restricted Stock Comes with Major Caveats
Restricted stock is a powerful part of compensation packages, tying your success to your company’s growth. Careful financial and tax planning can maximize the benefits and minimize the risks.
Retirement Confidence Increases for Workers and Retirees
According to the 29th annual Retirement Confidence Survey, having one of these will make you twice as likely to feel somewhat confident about retirement. Find out what it is in this week’s Financial Tip.