How to File Taxes After Moving to a New State
Whether moving for a new job, to be closer to family, to retire, or for some other reason, don’t forget about taxes!
Market Minute – October 2020
For the month of October, the Henssler Research Analysts are watching the slow expansion of business activity, the decrease in job openings, and the volatility before the election.
Still Too Early to Make Moves in Anticipation of Higher Taxes
The “Money Talks” expert address a common investor concern on what moves to make in anticipation of higher taxes should Biden win the November election.
3 Reasons to Launch a Startup During a Recession
While it may seem too risky to launch a business with coronavirus and an impending global recession, we offer three reasons why a recession is a great time to launch a startup.
In the News: Retirement holdings down significantly? Consider a Roth conversion
In the Marietta Daily Journal, Bil Lako, CFP®, explains that the benefit of considering a Roth conversion during times like this is that investors can take high-quality holdings that have recently suffered and convert a significant amount of those positions to after-tax savings. Read the article here Disclosures: The investments referenced within this article may…
Still Waiting for the IRS to Cash Your Check?
If you e-filed and mailed a check to the IRS to pay your taxes, you may still receive a tax-due notice.
Retirement Holdings Down Significantly? Consider a Roth Conversion
With the vast disparity in sector performance, the “Money Talks” financial experts discuss converting depressed holdings into a Roth IRA.
Foreign Account Reporting Due October 15
Do you gamble online at a casino located overseas? Do you have relatives in a foreign country who put your name on their bank account in case of emergency? You may have an FBAR requirement and not even realize it!!
In the News: Presidential candidates differ on taxes in several key areas
In the Marietta Daily Journal, Bil Lako, CFP®, takes a look at the differences that the presidential candidates have on tax laws. While politics might be red or blue, money is green. As taxes influence your bottom line, you should pay attention to the presidential tax platforms during an election year. Read the article here…
Charitable Giving
Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.