In the News: Incentivize Key Employees with Equity-Based Compensation Plans
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains ways a company can compensate employees without raising salaries. Read the Article
Preventing Tax Problems When Employees Travel
Following the tax rules for business travel makes deductions and reimbursements easier for all taxpayers involved. Learn more in this Business Tip.
Plan for the Potential IRA-to-Charity Provision Extension
Even if Congress doesn’t extend the IRA-to-charity provision, it’s still advantageous to direct your RMD to charity. We explain in this week’s Tax Tip.
Five Ways to Manage Risk in Your Retirement Savings Plan
Deciding to participate in your 401(k) is easy, but you still have to make it work for you. Start by managing risk. Learn all about it in this week’s Financial Tip.
Using Trusts to Pass Inheritance to Minor Children
In today’s Marietta Daily Journal: When selecting a minor as your beneficiary, it is wise to consider placing the assets in a trust. Read the Article
Income Splitting and Income Shifting: Tax Planning for the Self-Employed
Self-employed individuals have unique opportunities to lower their taxes through income splitting and shifting. We explain in this week’s Business Tip.
Replacement and Conservation Considerations for Life Insurance Policies
Don’t be surprised if a review of your life insurance shows you may need to replace or exchange your policy. Learn more in this week’s Insurance Tip.
Tax Implications of Reverse Mortgages
Is reverse mortgage interest tax deductible and who can take the deduction? Find out in this week’s Tax Tip.
New Trustees Reports Show Continuing Financial Challenges for Social Security and Medicare
The latest trustee report on Social Security and Medicare shows both programs face financial challenges. Read more in this week’s Financial Tip.
Unplanned Business Liquidations
When your company is forced into an unplanned liquidation, you will lose the business’s going-concern value. We explain in this week’s Business Tip.