Writing Off Your Start-Up Expenses
Qualifying start-up costs are usually deductible in the first year of business. Learn more in this Business Tip.
Year-End Planning Strategies to Lower Your Taxes
Dreading your 2014 taxes? We have a checklist of strategies that might help you save on taxes before year-end. Read more in this Tax Strategist.
Year-End Charitable Giving
If you itemize deductions on your income tax return, you can generally deduct your gifts to qualified charities. Learn more in this Tax Tip.
Importance of Timing a Roth IRA Conversion: An Example
We don’t time the market, but we do time Roth IRA conversions to minimize your tax liability. We explain in this week’s Financial Tip.
Give Your Gift to Charity, Not the IRS
Charitable donations can reduce your tax liability. However, if you donate appreciated stocks, you can also avoid capital gains taxes.
Managing the Net Investment Income Tax
Depending on your situation, you may choose to employ strategies to lower your modified adjusted gross income or offset your capital gains.
Give Your Gift to Charity, not the IRS
If you’re giving to charity this holiday season, make sure the IRS isn’t the beneficiary of your gift. We explain in today’s Marietta Daily Journal. Read the Article
Health Savings Accounts Offer Tax Breaks
Income earned on a health savings account balance is income tax-free. Read all about it in this Insurance Tip.
Naming Your IRA Beneficiary—More Complicated Than You Might Expect
While you may have other reasons, there is no tax advantage to naming a trust as the beneficiary of an IRA. Learn what we mean in this week’s Tax Tip.
Obamacare Adds New Levels of Complexity to Tax Returns
Substantial reporting requirements have been added to the 2014 tax return to facilitate the ACA insurance mandate. We explain in this Tax Tip.