Keep Track of Your Investment Basis
Basis begins with the price you paid for your investment, but certain events can change it over time. We explain in this week’s Tax Tip.
Basis begins with the price you paid for your investment, but certain events can change it over time. We explain in this week’s Tax Tip.
Do you really know as much as you think you do about your 401(k) plan? Let’s find out in this week’s Financial Tip.
Assessing your financial position after divorce & making needed changes should help you recover from this life event. We explain in this week’s Marietta Daily Journal. Read the Article
General partnerships are pass-through entities, so partners report their share of income on their personal tax returns. We explain in this week’s Business Tip.
Learn why the cash accumulation method is a good way to compare term insurance with permanent insurance in this week’s Insurance Tip.
October 15 is approaching! That means tax deadlines for Extensions and Retroactive Business Expensing. We explain in this week’s Tax Tip.
If you converted an IRA to a Roth in 2014 and you’ve sustained a loss, all is not lost. But you only have until October 15th. Learn more in this week’s Financial Tip.
In today’s @MDJOnline, Bil Lako, CFP®, explains how a rollover as a business start-up is a risky move. Read the Article
As a sole proprietor, you can hire your spouse without having to pay FUTA taxes (federal unemployment) on their salary. Read all about it in this week’s Business Tip.
Calculate the yearly rate of return for several years for an accurate measure of a life insurance policy’s performance. We explain the Belth Yearly Rate of Return Method in this week’s Insurance Tip.