Starting 2024, reporting beneficial ownership is a must. Navigating the Corporate Transparency Act (CTA) is a huge game-changer in U.S. business regulations aimed at combatting money laundering, tax fraud, and terrorism financing.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions.
As seen in the Marietta Daily Journal, Bil Lako, CFP® highlights some year-end financial moves you can make before you get sidetracked with holidays, parties, and gifts!
Planning to punch the clock beyond retirement age? Did you know 33% of current workers expect to retire at age 70 or older, or not at all? Working in your 60s, 70s, or beyond has perks, but beware unexpected consequences!
Beware this holiday season! While gift cards top wish lists, scammers are on the prowl. Protect your festive cheer from these grinches.
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services, explains the tax benefits received when contributing to your traditional 401(k) or Roth 401(k).
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains a tax-savvy approach to philanthropy that also allows seniors to maximize their financial position during retirement.
Before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for both 2022—2023 and 2023—2024.
The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts even provide a variety of tax benefits.