Tax Loss Harvesting: More than Just Selling the Losers
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the risks to tax loss harvesting and why you need an expert’s help. Read the Article
Small Business Reminder: De Minimis Expense Election Required
Businesses have until Dec. 31 to adopt the de minimis expense election. Learn more in this week’s Business Tip.
Seniors Beware, Affordable Care Act Will Be Cutting Your Medical Deductions
In 2017, seniors will only be able to allow a medical expense deduction that exceeds 10% of their AGI. Read all about it in this week’s Insurance Tip.
Don’t Miss out on the Electric Vehicle Credit
Looking for a new car? You still may be able to take advantage of the electrical vehicle credit worth as much as $7,500. Learn more in this week’s Tax Tip.
Strategies in Tax Loss Harvesting
Principal Jennifer Thomas, CFP® and Managing Associate K.C. Smith, CFP® discuss a case study about tax loss selling, and how selling some positions in your portfolio can help your tax situation.
Business Owners: Don't be Left Holding the Tax Bag
There are substantial penalties if you fail to file a correct 1099-MISC for independent contractors by the due date. We explain in this week’s Business Tip.
Married to a Non-U.S. Citizen?
The status of your non-U.S. citizen spouse dictates how you are taxed. Learn more in this week’s Tax Tip.
Surprised by the Alternative Minimum Tax?
It is complicated to determine when you may be subject to the alternative minimum tax. Learn some common triggers in this week’s Tax Tip.
Nine Finance Tips All Business Owners Should Follow
As a business owner, you’re an expert in your industry. Learn 9 tips to help you manage behind the scenes in this week’s Business Tip.
IRS Announces New Waiver Procedure for Taxpayers Who Inadvertently Miss the 60-day Rollover Deadline
Planning an indirect rollover and missed the 60-day deadline? The IRS allows 11 exceptions that may help you. We explain in this week’s Tax Tip.