Back-Door Roth IRAs
Sure, Roth IRA conversions sound like a great idea, but you have to carefully consider the tax consequences first. Read all about it in this week’s Tax Tip.
Time-Share Use as a Charitable Contribution
If you donate use of your time-share property to a charity, your allowable tax deduction may be less than you think. Read all about it in this week’s Tax Tip.
Oops, Did You Forget Something on a Tax Return?
Overlook something on your tax return? You can easily amend your return and possibly avoid any IRS correspondence. Read all about it in this week’s Tax Tip.
Employers, Don’t Miss the Work Opportunity Tax Credit
Employers are eligible for the work opportunity tax credit through 2019 for hiring individuals from targeted groups. Learn what they are in this week’s Business Tip.
Most Overlooked Tax Deduction
If you are a beneficiary of an estate, don’t overlook the income in respect of a decedent tax deduction. Learn more in this week’s Tax Tip.
Taxes — A Balance Between Security and Convenience
Thieves have claimed more than $30 billion in fraudulent tax refunds. Bil Lako, CFP®, explains in today’s Marietta Daily Journal. Read the Article
Tax Implications of Paying or Receiving Alimony
Alimony payments are usually taxable for the recipient and deductible for the payer. Learn more in this week’s Tax Tip.
Taxes—A Balance Between Security and Convenience
Our experts discuss the problems that arise when someone else has already filed a fraudulent return and claimed a refund using your Social Security number.
Big Business Write-Offs Available
The PATH Act extended bonus depreciation and made the Section 179 deduction’s higher expensing amount permanent. Read more in this week’s Business Tip.
Are You Caring for a Disabled Family Member?
If you receive Medicaid waiver payments for caring for an individual, these payments may not be taxable as income. Learn more in this week’s Insurance Tip.