How Long Are You on the Hook for a Tax Assessment?
Surprise, surprise. The statute of limitations for your tax return isn’t as clean cut as you hoped. We explain in this week’s Tax Tip.
Vacation Homes: Common Luxury, Complicated Taxes
Our experts spend time on a case study about a couple who own several investment properties, and have one that may be able to be classified as a second home.
Important Date for Taxpayers Living Abroad
Tax Deadline: If you’re living and working outside the country, your filing due date for your 2014 income taxes is June 15, 2015. We explain in this week’s Tax Tip.
Planned Charitable Giving
Planned giving can maximize the personal, financial and tax benefits of your gifts. Read all about it in this week’s Financial Tip.
Estate Reduction Ensuring Wealth Transfer to Heirs
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights ways to reduce your estate if it exceeds the federal exemption amount. Read the Article
Three College Savings Strategies with Tax Advantages
Saving for college? Consider tax-advantaged strategies to get the most from your savings. We explain in this week’s Tax Tip.
Are You Leaving Tax Money On The Table?
Crazy to think the IRS has unclaimed refunds. Could you be one? Depends on if you’ve missed these deductions. We explain in this week’s Tax Tip.
Local Lodging May Be Deductible
The IRS can allow certain non-away-from-home lodging expenses to be treated as deductible business expenses. We explain in this week’s Business Tip.
Tax Penalty For Not Having Insurance Ratchets Up In 2015
In 2015, not having health insurance may mean a penalty of $325 for each adult and $162.50 for each child. Learn more in this week’s Insurance Tip.
Is Your Refund Too High or Did You Owe Taxes? You Probably Need to Adjust Your W-4
Although the W-4 seems to be easy to fill out, this is where many taxpayers go wrong. We explain in this week’s Tax Tip.