Tips for Recently Married Taxpayers
Did you send the IRS a wedding invite? Even if you did, you still need to make some changes now that you’re married. View a list of things to do in this week’s Tax Tip.
Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
Ever hear “Too much of a good thing?” It’s true for a lot of things, including company stock you own. We explain in this week’s Financial Tip.
How to Identify When You Need an Accounting Pro
Business Owner Pro Tip: It is cheaper to hire an accounting professional today before things get out of hand tomorrow. We explain in this week’s Business Tip.
Did You Have to Repay Part of Your Obamacare Subsidy and Don’t Know Why?
Obamacare included a subsidy for low income families, but some find they have to repay part of the subsidy. Learn why in this week’s Insurance Tip.
Hurricane Harvey Tax Ramifications
If you suffered a loss as a result of Hurricane Harvey, you may be eligible for a tax deduction. Read more in this week’s Tax Tip.
From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime
Last year U.S. data breaches increased 40%. Learn how to lessen your chances of being a victim of cybercrime in this week’s Financial Tip.
In the News: Develop a Permanent Legacy with a Private Family Foundation
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how private family foundations create a giving legacy for wealthy families.
Research Credit Can Offset Payroll Taxes
Many types of businesses can take advantage of the Research Credit to offset payroll taxes. Read all about them in this week’s Business Tip.
Insurance for Your Vacation Home
If you have a vacation home or second property you need insurance specifically designed for your property. Learn more in this week’s Insurance Tip.
Is Solar Energy Right for You?
Thinking about going green? Before you leap, consider the tax and financial aspects of solar electric systems. We explain in this week’s Tax Tip.