Estate Tax After the Fiscal Cliff
The 2012 Tax Act permanently extended gift tax and estate tax applicable exclusion amount portability between spouses. Read all about it in this Financial Tip.
Are You Collecting the Needed W-9s?
It’s good practice to have independent contractors complete and sign IRS Form W-9 the first time you use their services. Learn why in this Business Tip.
Six Last-Minute Tax Tips
With the tax deadline fast approaching, we offer six last-minute tips for your federal tax return in this week’s Tax Tip.
Tax Filing Deadline Rapidly Approaching
April 15th is the last day to make 2012 IRA contributions and the deadline to pay first quarter 2013 estimated taxes. Learn more in this Tax Strategist.
2013 Will Hit Higher-Income Taxpayers Hard–Be Prepared (Part 2)
Among the many new taxes, high income earners will also see a new top marginal tax rate of 39.6% and higher capital gains. Learn more in this Tax Strategist.
LLC, LLP, PC, LP Distribution Rules
Your business structure affects how distributions of cash or property to owners are taxed. Read more in this Business Tip.
Under the health-care reform law, do I have to pay income taxes on employer contributions to my health insurance?
Do you have to pay income taxes on employer contributions to your health insurance? Find out in this Insurance Tip.
Has Your 2012 Roth-Converted IRA Declined in Value?
Did your Roth-converted IRA decline in value? You have until Oct 15, 2013 to completing recharacterization. Learn more in this Tax Tip.
Learn to Budget, Spend Wisely
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “pay yourself first” is one of the most important steps in your budget.
Tax Consequences if Business Generates Income or Loss
Some businesses pay taxes on business income, while others act as pass-through entities. Learn more in this Business Tip.