Taxation of Investments
What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week’s Tax Tip.
What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week’s Tax Tip.
John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan.
If you’re becoming a parent, you need to consider your budget, insurance coverage, estate plan and more! Learn more in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider.
Bags Packed? Before you head out, you need to know how your health insurance works out of state or out of country. Learn more in this week’s Insurance Tip.
Uber’s 1099-Ks reflect the total amount charged—not what the driver pockets, creating tax reporting issues. We explain in this week’s Business Tip.
It’s not just for kids! You too can use the American Opportunity Tax Credit and the Lifetime Learning Credit. Learn how in this week’s Tax Tip.
If you’re in the 35% of workers who still have a pension, think carefully before accepting a lump sum payout. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simple mistakes in your Will can create headaches for your heirs.
Do you have income that is not subject to withholding taxes? You too must make estimated tax payments. Read all about it in this week’s Business Tip.