Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high-income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you’ve had a baby in 2021, that you can still get Advance Child Tax Credit payments.
As bad as preparing taxes can be, it pales in comparison to the sinking sensation of receiving an IRS notification telling you that you’ve done something wrong.
Parenthood can be both wonderfully rewarding and frighteningly challenging. You want to make sure that they are financially secure, but meeting expenses can be tough. Fortunately, you can take steps to prepare.
There have been four student loan payment pauses since the start of the pandemic. The latest pause extends repayment obligations for federal student loan borrowers to January 31, 2022.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Consultant Jessie Thomas, CPA, of Henssler CPAs & Advisers, and fellow Research Analyst Jacob Keen, CFA. Jessie shares some insight into the Advance Child Tax Credit and how taxpayers who had a child in 2021 can receive their credit.
In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the five reasons that business owners should have a buy/sell agreement in place: death, disability, divorce, distress, and disagreement. A buy-sell agreement puts down on paper who specifically can own shares of the business and how to value those shares. It is a formal agreement between shareholders of a closely held business that specifies the terms and prices of a buyout when one or more shareholders want or need to sell.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains why you might be seeing a disconnect between a rallying stock market and a struggling economy.
If you operate an online store, be aware that states can require out-of-state companies to collect and remit sales and use taxes from their customers.
Grandparent-owned 529 plans were treated more harshly than parent-owned 529 plans on the FAFSA. This will change thanks to the FAFSA Simplification Act that was enacted in December 2020.