Don’t Let 1099s Slip Through the Cracks: A Guide for Small Businesses
Issuing 1099s might not be glamorous, but it’s essential for small business compliance. Learn the rules and how we can help you stay on track.
Untangling the Tax Maze: Who Claims the Kids After Divorce?
Divorce or separation brings many challenges, including deciding who gets to claim the kids on their taxes. From custodial parent rules to Form 8332 and tax credits, understanding the IRS guidelines is key to maximizing benefits and avoiding mistakes
FIRE Movement: The Path to Early Retirement or a Frugal Trap?
Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, debated the Financial Independence, Retire Early movement, a lifestyle approach focused on aggressive saving, investing, and frugality to achieve financial independence and retire significantly earlier than traditional retirement age.
In the News: More than money: The emotional journey of retirement
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that retirement isn’t just about saving enough money or choosing the right investments—it’s about redefining your purpose and navigating life’s new dynamics.
Data for Sale: Tips to Help Protect Your Private Information
How Safe Is Your Data? The FTC recently proposed a settlement with data broker Mobilewalla, accused of misusing location data to target consumers. Learn how to protect your privacy in an increasingly data-driven world.
You May Receive a Form 1099-K This Year: What It Means for Your Taxes
The IRS is adjusting how it tracks online payments and e-commerce income, with significant changes to Form 1099-K thresholds. Starting in 2024, transactions totaling $5,000 or more will trigger a 1099-K form, with further reductions planned in the coming years.
More Than Money: The Emotional Journey of Retirement
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics like retirement.
Nuances of Deducting Business Meal Expenses
Navigating the rules for meal expense deductions can be tricky, but understanding the 50% rule and its exceptions can help your business maximize deductions while staying compliant.
Why Updating Beneficiaries is Crucial After Life Changes
Estate planning isn’t just about creating a will—it’s about ensuring your wishes are honored. Discover why keeping your beneficiary designations current matters and how to avoid potential pitfalls in your estate plan.
In the News: Your spending dictates your retirement, not a magic number
In this week’s Marietta Daily Journal: Bil Lako, CFP®, explores why a one-size-fits-all approach to retirement doesn’t work. Your retirement plan should be as unique as your lifestyle.