It’s Not Too Late
It is March 2012, but you still have an opportunity to alter the outcome of your 2011 tax return. Learn more in this week’s Tax Tip.
How Should You Own Your Home?
You might be a homeowner, but how you legally own your home affects who receives it after your death. Read more in this Financial Tip.
Winter 2012 Statistics of Income Bulletin Now Available
Taxpayers filed 140.5 million returns for 2009. Of those, nearly 82 million were taxable. Read more in the IRS bulletin.
Payroll Tax Cut Extended to End of 2012
Your FICA taxes are’nt going up! Congress extended the 2% reduction through the end of 2012. Read more in this Tax Tip.
In the News: You’re Not Immune from an IRS Audit
Bil Lako, CFP®, highlights four items that pique the IRS’ interest, which may trigger an audit, in today’s Marietta Daily Journal. Read the Article.
Insurance Planning—Are You Covered If…?
It’s best to know what your insurance covers before you need to make a claim on your policy. Learn more in this week’s Insurance Tip.
New Reporting Requirement for Individuals with Foreign Financial Assets
New this tax filing season: If you hold “specified foreign financial assets” you may have to file IRS Form 8938. Find out more in this week’s Tax Tip.
Leaving a Legacy
There are four ways your property will pass on to your heirs. Now is the time to make sure arrangements are in order. Find out more in this week’s Financial Tip.
DOL 401(k) Plan Disclosure Rules Take Effect Soon
New rules are requiring 401(k) plans to provide detailed information to participants about the plan and its investments. Learn more in this week’s Business Tip.
Business Owner Succession Planning
What will happen to your small business when you retire? Think about how you’ll transfer ownership now. Learn about Business Owner Succession Planning in this week’s Insurance Tip.