In the News: Estate distribution doesn’t always ‘work itself out’
In today’s Marietta Daily Journal, Bil Lako, CFP®, tells the story of two brothers concerned that their dad’s new wife will cut them out of the estate.
Don’t Overlook These Essential Small Business Tax Credits
As a small business owner, proper tax planning will ensure you take advantage of every tax credit you qualify for. We outline five essential small business tax credits.
Is It Better to Have a Tax Credit or a Deduction?
A tax deduction generally reduces taxable income, whereas a tax credit reduces the tax itself. So, which is better?
Three Common Personal Income Tax Problems & What to Do
Are you self-employed? Did you move? Do you earn income in a state other than the one you live? If you answered yes, you might have one of these common personal income tax issues.
Planning Priorities: Financial Missteps Parents Often Make
In this episode of Planning Priorities, Associate Peter Lynch warns about the financial missteps of parenthood and how you can avoid them with a little planning. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this…
Estate Distribution Doesn’t Always ‘Work Itself Out’
The “Money Talks” experts delve into a situation of two sons concerned their father’s assets will be left to his fourth wife, and “everything will work itself out.” They cover the importance of coordinating beneficiary designations as well.
Six Keys to More Successful Investing
We offer six tips to help minimize your loss and maximize your gains when investing in this week’s Financial Tip.
Meet the Experts – Jacob Keen, CFA
Research Analyst Jacob Keen, CFA, explains how we approach asset allocation both strategically and tactically. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler Financial. All material presented…
In the News: Passthroughs can benefit from Georgia HEART Program
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how pass-through business entities may be able to make a payment to a rural hospital organization and pass a tax deduction on to the business owners.
Maximizing Deductions for Start-Up Costs
Starting a business? Know what qualifies as a capital expenditure and a start-up cost, and which ones can be deducted.