In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that just because you don’t have a tax problem because of the $11.21 million estate tax exclusion doesn’t mean you don’t have an estate plan problem. Read the Article
Entertaining clients is going to get much more expensive for businesses thanks to the Tax Cuts and Jobs Act. Maybe hold off on buying those concert tickets for your client. Read all about it in this week’s Business Tip.
Living and working abroad? The Tax Cuts and Jobs Act still affected you—especially if you have ownership in a foreign corporation. We explain in this week’s Tax Tip.
Where do you even start your retirement budget? Setting a retirement income goal is a good place. We offer four points to consider when setting your goal in this week’s Financial Tip.
Have a home equity line of credit? In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should talk to your tax consultant TODAY to understand how it will affect your taxes next year. Read the Artcile
As a small business owner, if you have qualified business income, you may qualify for a nice tax break thanks to the Tax Cuts and Jobs Act. We explain in this week’s Business Tip.
You’re committed. You’re ready to do it. Let’s create a budget! Uh… where do you start? We have some tips for you in this week’s Financial Tip.