Have you ever wondered how long the IRS has to question and assess additional tax on your tax returns? For most taxpayers who reported all their income, the IRS has three years from the date of filing the returns to examine them.
Senior Associate Michael Griffin, CFP® and Senior Financial Planner Josh Weidie, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples’ retirement goals and helps determine if they are on track.
The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial discuss how business owners need to mind the gap when it comes time to sell their business. They need to pay attention to the gaps in profit, value, and wealth. This includes identifying deficiencies in the business that can make you less attractive to a buyer than your industry peers. Then, consider moves to make to improve the value of the business today and ultimately how much the owner can take away from it when they finally step away.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that almost 40% of the $60 million of income tax credits through the Georgia HEART Hospital Program have already been claimed for the 2022 tax year. The Georgia HEART Program Will Begin Accepting Pre-Applications May 16!
It’s important to categorize transactions, but it takes time. If every day brings several dozen into QuickBooks Online, you can automate this process.
The COVID-19 pandemic in 2020 led to a surge in demand for vacation/second homes. If you are thinking about buying a vacation home, we cover 3 things to consider before taking the plunge.