Do You Need a Mid-Year Tax Checkup?
So many life events provide tax-planning opportunities. See if you need tax help in this week’s Tax Tip.
Life Insurance Evaluation: Interest-Adjusted Cost Methods
Comparing similar life insurance policies? Consider trying the cost index method and the surrender cost index method. Read all about it in this week’s Financial Tip.
A Beginner’s Guide to C Corporation Distributions
Receiving money from a C corporation? The method used to make the distribution determines your tax consequences. Learn more in this Business Tip.
How Does Inflation Affect Me?
If you’re saving for any long-term goal, inflation can have an impact. We explain how inflation affects you in this Question of the Week.
Deferred Compensation: Substantial Risk of Forfeiture
Have deferred compensation? Do you know when it is subject to income tax? Find out in this week’s Tax Tip.
Life Insurance Needs: Income Replacement Approach
The income replacement approach assumes the goal of life insurance is to replace the lost earnings of a breadwinner. Read more in this week’s Financial Tip.
Converting from S Corporation to C Corporation
Although an S Corporation has many advantages, shareholders may wish to convert the corporation into a C corporation in certain situations. We explain what they are in this week’s Business Tip.
How Can I Get a Tax Break for Child Care?
There are tax credits available to help parents pay for child care, but there’s a catch! We explain in this Question of the Week.
Tax Consequences of Selling Interest in Business
Your tax consequences for selling an interest in a business depend on the type of business entity. Read more in this Business Tip.
Retirement Programs for Federal and State Employees
Federal employees are generally covered under one of two retirement systems. Read all about them in this Financial Tip.