Important Due Date: Foreign Account Reporting Requirements (FBAR)
If you have financial authority over any foreign financial account you must file FinCEN Form 114 by April 18, 2017. Learn more in this week’s Tax Tip.
If you have financial authority over any foreign financial account you must file FinCEN Form 114 by April 18, 2017. Learn more in this week’s Tax Tip.
Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the different ways investors can invest in real estate, including rental properties, commercial real estate, REITs and limited partnerships.
Indices started the week in the red zone, despite rebounding somewhat from early low levels. Financial and Consumer Discretionary stocks appeared to sell off on a variety of economic news.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a QTIP trust can be used to keep assets in the family bloodline. Read the Article
If you are a licensed childcare provider, you have a special way to calculate the business use of your home. We explain in this week’s Business Tip.
Taxes are due April 18th—and it’s approaching fast! Learn what other IRS deadlines happen on April 18th in this week’s Tax Tip.
There comes a time when you must transition from saving for retirement to spending in retirement. Learn the steps in this week’s Financial Tip.
Managing Associates, K.C. Smith, CFP®, and D.J. Barker, CWS®, lead a conversation with Troy Harmon, CFA, CVA, on a wealthy family whose patriarch is acting irrationally and falling in love with a younger woman who may only be after the family’s money. The experts discuss the type of estate planning that they can do now before there is a marriage and what families can do proactively to protect assets.
The markets kicked off the week with mixed moves as the Dow Jones Industrial Average and S&P 500 Index shed some points while the NASDAQ posted gains. The Financials and Telecommunication sectors led the downswing while the Healthcare sector stepped up.
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights the home office deduction for those who work from home. Read the Article