Transactions Don’t Always Involve Money
If you trade your business services with another vendor for products, that barter is taxable income. We explain in today’s Marietta Daily Journal. Read the Article
How the Windsor Decision Affects Retirement Plans
The IRS and the DOL recognize legally married same-sex couples for tax and employee benefit purposes. Find out how this affect’s your business’s retirement plan in this week’s Business Tip.
Longevity Income Annuities
There is a possibility that you might outlive your retirement accounts. Longevity Income Annuities offer one solution. Learn more in this Insurance Tip.
Will the Affordable Care Act Affect Your Tax Return for 2014?
If you do not have health insurance during 2014, you may have to pay a penalty on your individual’s income tax returns. Learn more in this Tax Tip.
Tax Facts about Summertime Child Care Expenses
If you have children under 13 who require daycare while you work, you may qualify for a tax credit. Read all about it in this Tax Tip.
Understanding Mutual Fund Share Classes
Funds that offer multi-class shares allow you to select a share class that is best suited to your investment goals. Read more in this Financial Tip.
Applying for Medicaid Benefits
Medicaid benefits are administered by each individual state, so eligibility requirements can vary. Read more in this Insurance Tip.
A New Twist on Your Favorite Game Show
“You’ve just won a brand new car!” But who pays the taxes? Find out in this week’s Tax Tip.
Types of Stocks
Stocks are classified by type, size, cyclicality and location, which helps weed out those unsuitable for your strategy. Learn more in this Financial Tip.
Make Moves Today to Secure 2015 Tax Credits
Bil Lako CFP® explains how you can apply for a Georgia tax credit that also nets you a federal tax deduction! Read the Article in Today’s Marietta Daily Journal