You can convert your traditional IRA to a Roth IRA this year, and if tax laws change in your favor, you can recharacterize the conversion for 2017 and then re-convert for 2018. We explain in this week’s Tax Tip.
It’s almost year-end! If you want to improve your tax situation for 2017, learn 10 potential tax moves in this week’s Tax Tip.
Before you spend sleepless nights crunching numbers for your business, understand the basics of bookkeeping. Learn more in this Business Tip.
Not all proceeds from a life insurance policy qualify for favorable tax treatment. We explain in this week’s Insurance Tip.
Is a reverse mortgage too good to be true? It really depends. The devil is in the details. We explain in this week’s Tax Tip.
If a sharknado struck your home tomorrow, would you lose all of your important documents? Learn what to do in this week’s Financial Tip.
We all appreciate the sacrifices the military makes, even the IRS. Service members are eligible for some tax breaks. We explain in this week’s Tax Tip.
Hiring a disadvantaged individual can be a win-win situation thanks to the Work Opportunity Tax Credit.
Headed to the casino? Remember, the tax code requires all gambling winnings to be reported. We explain in this week’s Tax Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares information on recouping your losses if you were affected by hurricanes. Read the Article
