While life insurance is a useful way to provide for your heirs, there are potential tax traps that you may want to avoid. Learn more in this Insurance Tip.
Managing Associate Shawna Theriault offers year end strategies to alleviate tax burden in today’s Marietta Daily Journal. Read the Article
When you do your taxes do you fall short of itemizing your deductions? You may benefit from using the “bunching” strategy. Learn more in this week’s Tax Tip.