2016 Tax Moves That Take Advantage of One of Trump’s Tax Proposals
If the standard deduction for taxpayers increases in 2017, there is a way you can benefit in 2016. Learn more in this special Tax Tip.
Maximizing Donations & Deductions
We can help you maximize your charitable donations to benefit both you and the charity under current tax laws. Learn how in this special Financial Tip.
Liberal Expensing Limits Can Create Major Year-End Tax Savings
Business owners: Consider acquiring machinery and equipment before year-end for major tax savings. We explain in this week’s Business Tip.
Time to Start Thinking About Year-End Tax Moves
There are numerous steps that can be taken before January 1st to save a considerable amount of tax. Learn more in this week’s Tax Tip.
The Giving Season: Six Tips for Making Smart and Effective Charitable Donations this Holiday Season
Tis the season for giving. When giving charitable donations, we have six tips to make your dollars go further in this week’s Financial Tip.
Fund Investing and Instant Diversification
Managing Associate K.C. Smith, CFP® and Senior Associate, Jarrett McKenzie, CFP®, CWS® explore the situation of a couple who are directing their investments into mutual funds. The experts discuss the benefits of mutual fund diversification, the fees associated with owning shares and some issues to watch out for.
Market Roundup: Stellar Week For Markets with Major Indices up More Than 2.5%
The week kicked off with a rally in Financial stocks, which led the S&P 500 index to its best day in two weeks. Also on Monday, the ISM Nonmanufacturing index showed services bounced back in November, rising above consensus and above its six-month average. The rally continued on Tuesday, as economic reports showed productivity growth remained unrevised for the third quarter, the U.S. Trade Deficit widened in October and Factory Orders increased as well. On Wednesday, the major indices logged their biggest one-day rally since the election, which led to new closing records for the Dow Jones Industrial Average and the S&P. The markets were a little shakier on Thursday, shifting between gains and losses for most of the trading session. Investors’ eyes were likely on the European Central Bank, as the bank extended its stimulus program at a reduced volume. Indices closed at session peak levels on Friday, with the Dow, S&P 500 and Nasdaq all hitting record highs. Consumer confidence was up in a preliminary December reading from the University of Michigan. The Consumer Sentiment Index ticked up to 98 from 93.8 in November, well beyond an expected reading of 94.1.
Philanthropy and Available Tax Deductions
Tax deductions are an added benefit to those who make meaningful charitable gifts. We explain in today’s Marietta Daily Journal. Read the Article
Accounting 101: How to Read an Income Statement
Ever go cross-eyed when looking at an income statement? We help you decipher it in this week’s Business Tip.
What Will You Pay for Medicare in 2017?
Medicare premiums will increase in 2017, but about 70% of Medicare beneficiaries will only see a nominal increase. Learn more in this week’s Insurance Tip.