In the News: Diversifying an Investment Portfolio with Real Estate
In today’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at owning investment property and owning shares of a REIT.
Tax Deductions for Owner-Operator Truckers
Owner-operator truckers have a tax situation necessitating special reporting requirements in addition to tax returns. We explain in this week’s Business Tip.
Health Reimbursement Plans Approved for Qualified Small Employers
In 2017, small employers have the option of offering a “qualified small-employer Health Reimbursement Arrangement.” Learn more in this week’s Insurance Tip.
Important Due Date: Foreign Account Reporting Requirements (FBAR)
If you have financial authority over any foreign financial account you must file FinCEN Form 114 by April 18, 2017. Learn more in this week’s Tax Tip.
In the News: Providing a Surviving Spouse with a Source of Funds while Protecting Family Wealth
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a QTIP trust can be used to keep assets in the family bloodline. Read the Article
Childcare Providers Enjoy Special Tax Deductions
If you are a licensed childcare provider, you have a special way to calculate the business use of your home. We explain in this week’s Business Tip.
Tax Filing Deadline Is Around the Corner
Taxes are due April 18th—and it’s approaching fast! Learn what other IRS deadlines happen on April 18th in this week’s Tax Tip.
Converting Retirement Savings to Retirement Income
There comes a time when you must transition from saving for retirement to spending in retirement. Learn the steps in this week’s Financial Tip.
Home offices: Specific Qualifications for Deductions but Many Expenses Qualify
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights the home office deduction for those who work from home. Read the Article
QuickBooks: Setting Up Users
QuickBooks allows you to set up users so your employees only have access to areas they need. We explain in this QuickBooks Tip.