Are You an Employee or an Independent Contractor?
Your tax responsibilities differ greatly depending on if you are a independent contractor or an employee. Learn more in this week’s Tax Tip.
Tax Planning for the Self-Employed: Shifting Income/Timing Income
If you are self-employed, income shifting can be a valuable tool to lower your taxes. Read more in this Business Tip.
In the News: Unrealized Appreciation—Your Company Stock
When you leave your job, a cash distribution from a 401(k) may be a good idea if you have net unrealized appreciation. We explain in today’s Marietta Daily Journal.
Insurance Concerns of Divorcing Couples
Along with the financial and emotional difficulties of divorce, you’ll face special concerns about your insurance coverage. Read more in this Insurance Tip.
Charity Purchases and Auctions
Paid $500 for a football at a charity auction? Check the estimated value of the item before calculating your tax deduction. Learn more in this week’s Tax Tip.
Will You Outlive Your Money?
Retirement success depends on how much you’ve saved, how quickly you spend your money and how long you need it to last. Learn more in this week’s Financial Tip.
In the News: Tapping Your IRA and Avoiding a Penalty
Thinking about tapping into your IRA? We explain the complicated rules to avoid penalty in today’s Marietta Daily Journal. Read the article
Nonqualified Deferred Compensation Plans
Nonqualified deferred compensation plans are flexible, allowing you to tailor a plan to you and your employee’s needs. Read more in this week’s Business Tip.
What Is Personal Liability Insurance and Do I Have It?
You may have multiple lines of insurance, but do you know if you’re covered if your dog bites your neighbor? Read more in this week’s Insurance Tip.
Hidden Taxes: What Is Your True Cost?
Fees, surcharges, tariffs, duties, assessments, dues, excises, levies, licenses, and tolls are all euphemisms for taxes. Read more in this week’s Tax Tip.