Looking Ahead to 2023 Taxes
With the holiday celebrations in the rear-view mirror and the New Year underway, now is the time to take a look at the changes this year that will impact your 2023 tax return.
A Financial Adviser’s Fiduciary Responsibility During a Clients’ Divorce
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how when clients divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves.
Your Annual Reminder to File Worker 1099s
If you use contract workers to perform services for your business and pay them $600 or more for the year, you are required to issue each one a Form 1099-NEC after the end of the year to avoid facing the loss of the deduction for their labor and expenses.
Investors Look Ahead to a Choppy 2023
As seen in the Marietta Daily Journal, Bil Lako, CFP®, looks back at 2022’s stock market and provides his outlook on what could be in store for both the stock market and the economy in 2023. Read the article at the Marietta Daily Journal. This article is for demonstrative and academic purposes and is meant…
Five Common Family Tax Mistakes
Are you renting a home from a relative? Have your parents given you a loan? We look at five common situations and the tax issues that can arise!
Investors Look Ahead to a Choppy 2023
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023.
In the News: SECURE 2.0 Act Will Increase the Savings Potential for Many
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the changes the SECURE Act 2.0 will make to required minimum distributions, catch-up contributions, 401(k) plans and more.
Investing as a Couple: Getting to Yes
If your holidays included a ring as a present—congratulations! However, disagreements about money are often a source of friction between couples. Learn how can you bridge that gap between your different styles of investing.
My spouse passed away—what filing status should I claim?
If you lost your spouse in 2022, you’re probably looking to rebuild and move forward in 2023. However, you still have 2022’s tax returns to tackle with several filing status choices to choose from.
SECURE 2.0 Act Will Increase the Savings Potential for Many
Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to discuss the SECURE Act 2.0 and the changes the act will bring to retirement accounts.