Service Businesses and the 20% Tax Deduction
Henssler Financial provides a simplified example how some “specified service or trade businesses” can still qualify for the 20% deduction on qualified business income. hensslervideo_personal_finance
Recharacterization is Off the Table
This week on “Money Talks,” Bil Lako, CFP®, Troy Harmon, CFA, CVA, and Jarrett McKenzie, CFP®, CWS®, discuss a provision in the tax law that eliminates recharacterization of IRA conversions. Jarrett explains how this can affect the financial planning strategy.
Market Roundup: Strongest Opening Week for A Year in More Than a Decade
The major indices kicked off 2018 landing in the green zone on Tuesday. The S&P 500 Index and NASDAQ closed at new record highs while the Dow Jones Industrial Average inched up 0.4%. Indices closed well into green territory on Wednesday, as Technology stocks led the Dow, S&P 500 and NASDAQ to new all-time record levels.
January 2018: Volatility Ahead for Short Term
Over the past nine years, we’ve been in our longest bull market in history, with annualized S&P 500 Index returns from Mar. 9, 2009 through the end of December 2018, coming in around 16.5%. And then the financial markets returned to their volatile ways. Since the high on Sept. 20, 2018, the S&P 500 has…
In the News: Loophole for specified Service Businesses to Qualify for the 20 percent Tax Deduction
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that some “specified service or trade businesses” can still qualify for the 20% deduction on qualified business income. Read the Article
Not All Interest Is Deductible For Taxes
Not all loan interest is the same! The rules for deducting interest on your taxes depend on whether the loan proceeds are used for personal, investment, or business activities. We explain in this week’s Tax Tip.
Don’t Delay: The Potential Benefits of Starting to Save Now
Compounding happens when you earn returns on your invested money and then you reinvest your returns so that money can also earn returns. It seems magical the longer you let it ride! Learn more in this week’s Financial Tip.
Don’t Delay: The Potential Benefits of Starting to Save Now
Compounding happens when you earn returns on your invested money and then you reinvest your returns so that money can also earn returns. It seems magical the longer you let it ride! Learn more in this week’s Financial Tip.
2018 Outlook
Chief Investment Officer Troy Harmon, CFA, CVA, Research Analysts Nick Antonucci, CVA, and Jacob Keen, provide their outlook and opinions on what the year ahead holds, including interest rates, the yield curve, and sectors they like for 2018.