Have a home equity line of credit? In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should talk to your tax consultant TODAY to understand how it will affect your taxes next year. Read the Artcile
As a small business owner, if you have qualified business income, you may qualify for a nice tax break thanks to the Tax Cuts and Jobs Act. We explain in this week’s Business Tip.
The estate tax exclusion for 2018 is $11,180,000 for individuals and $22,400,000 for married couples—and the portability provision is still in place! Learn more in this week’s Estate Planning Tip.
Beginning in 2018 Roth conversions of a Traditional IRA cannot be undone. Once a conversion is made, you will have to live with the tax consequences. Learn more in this Tax Tip.
You’re committed. You’re ready to do it. Let’s create a budget! Uh… where do you start? We have some tips for you in this week’s Financial Tip.
Bil Lako, CFP®, and Troy Harmon, CFA, CVA, are joined by Managing Associate, Shawna Theriault, C.P.A., CFP®,CDFA®, to talk about recently released guidance from the IRS regarding the deductibility of home equity loan interest in context of the Tax Cuts and Jobs Act.
Stocks slipped on Monday with Technology shares dragging down the stock indices. The Dow Jones Industrial Average dropped 1.3%, falling back into negative territory for 2018. Facebook lost about $36.4 billion in market value on the discovery that a firm tied to Trump’s 2016 election campaign gathered data from millions of Facebook profiles without authorization.
QuickBooks contains tools to help you record the hours employees spend doing work for customers, so you can bill them for services rendered. Learn how in this QuickBooks Tip.
Today’s Marietta Daily Journal: Despite being a conservative investor, Bil Lako, CFP®, takes a look at the phenomenon that is Bitcoin. Read the Article
For tax years 2018 through 2025, the Tax Cuts and Jobs Act has suspended the itemized deduction for personal casualty and theft losses—but there is an exception. We explain in this week’s Insurance Tip.