It’s Tax Time! Are You Ready?
Before you meet with your C.P.A., use our guide to get your records in order! Read all about it in this week’s Tax Tip.
Last-Minute Tax Tips
Even for procrastinators, there is still time to take advantage of some last-minute tax tips. Read more in this week’s Tax Tip.
Working Abroad Can Yield Tax-Free Income
If you live and work abroad, you may be eligible to exclude all or part of your income. We explain in this Business Tip.
Don’t Forget Those Nominee 1099s
Share a bank account with someone other than your spouse? Don’t forget your Nominee 1099 this tax season. Read all about them in this week’s Tax Tip.
Mistakes Costly when Planning for RMDs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why RMDs are one area where professional help is worth the cost. Read the Article
Organizing Your Finances After Your Spouse Has Died
Unfortunately there are a number of financial matters that will need your attention while grieving for a lost spouse. We walk you through it in this Financial Tip.
Are You Required to File 1099s?
1099s for 2014 must be provided to independent contractors no later than Feb. 2, 2015. Read more in this Business Tip.
Is a 1031 Exchange Right for You?
It’s important to note that 1031 exchanges are not “tax-free” but are “tax deferred.” We explain in this Tax Tip.
Tax Planning with Life Insurance
Tax planning with life insurance involves minimizing the tax consequences of your life insurance decisions. Read more in this week’s Insurance Tip.
Tax Smart Gifting
Sometimes a gift recipients think they must pay income tax on the gift received. False! We explain in this week’s Tax Tip.