When a closely held business is involved, it can be challenging for parents to achieve a distribution of their assets that is equitable. Learn why in this week’s Business Tip.
There are many tax-related issues that could apply to the sale of a home. Don’t be surprised
by the home-sale gain exclusion. Read all about it in this week’s Tax tip.
In today’s Marietta Daily Journal: Bil Lako, CFP®, had a chance to interview Shari Martin from the Cobb Community Foundation on how they assist philanthropic individuals, families, businesses and organizations with donor-advised funds. Read the Article
If your business is online—let’s face it, most business are—you’re not immune to a data breach. Protect your customer data not only with a firewall but a cyber insurance policy as well. Learn more in this week’s Business Tip.