3 Tips to Help Ease the Burden of Tax Season
The IRS issued more than 125 million individual income tax refunds in 2020; the average amount was nearly $2,600. We cover 3 tips to make your tax season easier.
Leaving Your Wealth to the IRS and a Headache to Your Heirs
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Giuliana Barbagelata, CFP®, discuss a situation where an investor never designated a beneficiary for his IRA, and now his heir must deal with the estate.
Making Resolutions that Stick
It’s not too late to start a New Year’s resolution. In this Money Talks Minute, Bil Lako, CFP® provides some financial resolutions that don’t require a lot of time or energy but can position you well for the New Year.
In the News: Cost Basis: Simple Definition, Complicated Calculations
As seen in the Marietta Daily Journal: Bil Lako, CFP®, takes time to explain why keeping track of your cost basis is so important—it can radically affect what you may pay in taxes!
How to Automate Email Reminders for Overdue Customers
How do you get customers to pay by the due date, or at least not long after? QuickBooks Online offers another tool for accelerating incoming payments: automated reminders.
Another Rough Tax Season for IRS and Taxpayers?
This could be another rough tax season for the IRS and taxpayers because many returns still require manual review, resulting in significant delays in the IRS issuing refunds.
Cost Basis: Simple Definition, Complicated Calculations
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Senior Financial Planner Josh Weidie, CWS®, team up to cover a listeners’ situation involving cost basis of her stocks and why it is important to track the cost basis of your investments.
February 2022 Market Minute: Earnings Season, Value Rotation, and Geopolitical Tensions
The Henssler market analysts are watching fourth quarter earnings reports, the rotation to value stocks and how the Russia-Ukraine tension is affecting the market.
Our Three Cents — Decentralizing the Business Owner
As a business owner should you be the center of the universe for your business? This can happen when you have too much responsibility maintaining customer relationships, developing the processes, or being the only one who can make decisions. For a small business, growth may create the need to decentralize to continue efficient operations.
In the News: The IRS is Accepting Returns, but Make Sure You Have all Your Forms
As seen in the Marietta Daily Journal: Bil Lako, CFP®, warns that while the IRS is accepting returns, you need to be sure you have all your forms and letters before you file. Read the article at the Marietta Daily Journal. This article is for demonstrative and academic purposes and is meant to provide valuable background…