Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, CPA, Tax Manager with Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, advise a couple who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets.
Managing Associate K.C. Smith CFP®, CEPA, provides some preliminary steps for navigating a divorce and discusses important dos and don’ts during this challenging period.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, cover an investor’s options when he inherits his wife’s IRA. With three young children to care for while adjusting to life as a single parent, this investor must to consider when to access the money, taxes, and plans for his family’s future.
The tax laws are carefully written to keep married taxpayers from filing separately to manipulate the tax laws to their benefit. We explore a list of the more commonly encountered tax disadvantages – some might call them tax penalties –when filing as MFS.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how when clients divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves.
If you lost your spouse in 2022, you’re probably looking to rebuild and move forward in 2023. However, you still have 2022’s tax returns to tackle with several filing status choices to choose from.
In this Money Talks Minute, Bil Lako, CFP®, highlights some of the financial matters you may encounter after the death of your spouse.
Married taxpayers have a special benefit that allows a surviving spouse to make what is called a portability election, allowing the surviving spouse to add the deceased spouse’s unused estate tax exclusion to their own.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss what aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work.
