Importance of Timing a Roth IRA Conversion: An Example
We don’t time the market, but we do time Roth IRA conversions to minimize your tax liability. We explain in this week’s Financial Tip.
Give Your Gift to Charity, not the IRS
If you’re giving to charity this holiday season, make sure the IRS isn’t the beneficiary of your gift. We explain in today’s Marietta Daily Journal. Read the Article
QuickBooks Tip: Overview on Billing for Time
If you sell your employees’ time and skills, you can use QuickBooks to record those hours and bill your customers. Learn how in this QuickBooks Tip.
Health Savings Accounts Offer Tax Breaks
Income earned on a health savings account balance is income tax-free. Read all about it in this Insurance Tip.
Tax Tips for Realtors®
Tax Manager John Dickson, C.P.A., CVA, contributed a feature article to the November/December issue of Georgia Realtor® magazine. Read his nine tax strategies for Relators® to lessen their tax burden. Read the Article
Busy Companies Can Reduce Taxes
At year-end, businesses have the benefit of being able to control income and deductible expenses. Read the Article
Four Questions to Ask Before You Open Your Wallet
Ask yourself these questions first, and you may forgo buyer’s remorse and stay on track to meet your financial goals. Learn more in this Financial Tip.
Benefit Plans That Apply: Self-Employed Individuals
Sole proprietors can establish retirement plans for employees, but their own eligibility to participate is limited. We explain in this Business Tip.
Medicaid Penalties and Hardship Exceptions
Transferring assets to qualify for Medicaid can postpone your benefits, but there are exceptions. We explain in this week’s Insurance Tip.
Obamacare Adds New Levels of Complexity to Tax Returns
Substantial reporting requirements have been added to the 2014 tax return to facilitate the ACA insurance mandate. We explain in this Tax Tip.