Is a 1031 Exchange Right for You?
It’s important to note that 1031 exchanges are not “tax-free” but are “tax deferred.” We explain in this Tax Tip.
New Rates Released for Veterans Pension
Qualifying wartime veterans and their families may be eligible for a tax-free, supplemental pension. Read all about it in this week’s Financial Tip.
Save More to Save More
Ever consider increasing tax-deferred savings to become eligible for tax deductions or credits? You may want to! We explain in this week’s Marietta Daily Journal.
Measuring Business Performance
Measuring business performance puts a dollar figure on the status of your company. We explain in this week’s Business Tip.
Tax Planning with Life Insurance
Tax planning with life insurance involves minimizing the tax consequences of your life insurance decisions. Read more in this week’s Insurance Tip.
Tax Smart Gifting
Sometimes a gift recipients think they must pay income tax on the gift received. False! We explain in this week’s Tax Tip.
Understanding the Definition of Financial Aid
In addition to loans, financial aid includes scholarships, grants, and work-study jobs. Read all about it in this week’s Financial Tip.
Would You Trust a Robot to Manage Your Money?
Robo-advisors are a new trend for investing. Bil Lako, CFP®, explains the good, bad and ugly in today’s Marietta Daily Journal. Read the Article
QuickBooks Tip: Creating Item Records
Be very precise when creating item records in QuickBooks to avoid creating problems with your accounting. We walk you through it in this QuickBooks Tip.
Family, Income and Residence Changes Can Affect Your Premium Tax Credit
It is important that you report changes in circumstances—including moving—to the Health Insurance Marketplace. Learn why in this week’s Insurance Tip.